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Concord Wealth Partners’s Kimco Realty KIM Stock Holding History

Concord Wealth Partners’s Portfolio KIM Stock Details KIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-112
Closed -$2K – 676
2022
Q2 		$2K Hold
112
– – ﹤0.01% 1032
2022
Q1 		$3K Sell
112
-78
-41% -$1.88K ﹤0.01% 1025
2021
Q4 		$5K Buy
+190
New +$4.39K ﹤0.01% 948

Other funds holding KIM

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's KIM Position: Q3 2022 in Review

Concord Wealth Partners sold out of Kimco Realty (KIM) in Q3 2022, closing a stake of 112 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in KIM in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 482 funds tracked by Wall St. Rank hold KIM as of Q3 2022.

  • Concord Wealth Partners reported no remaining Kimco Realty position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 112 Kimco Realty shares in Q3 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Kimco Realty in Q4 2021 and held it in 3 quarters.
  • Concord Wealth Partners's Kimco Realty position peaked at $5K in Q4 2021.
  • 482 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.