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Coppell Advisory Solutions Corp’s Kimco Realty KIM Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$283K Buy
+14,435
New +$287K 0.05% 201
2023
Q1 		$255K Sell
13,535
-93
-0.7% -$1.91K 0.08% 175
2022
Q4 		$289K Buy
+13,628
New +$286K 0.1% 142

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Coppell Advisory Solutions Corp's KIM Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Kimco Realty (KIM) in Q1 2024: 14,435 shares worth $283K. The stake represents 0.05% of the portfolio and ranks #201 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in KIM as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in KIM in Q4 2022 and has held it in 3 quarters since. The position peaked at $289K in Q4 2022. 536 funds tracked by Wall St. Rank hold KIM as of Q1 2024.

  • Coppell Advisory Solutions Corp held 14,435 shares of Kimco Realty worth $283K as of Q1 2024.
  • Kimco Realty was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Kimco Realty made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #201 holding.
  • Coppell Advisory Solutions Corp first reported a position in Kimco Realty in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's Kimco Realty position peaked at $289K in Q4 2022.
  • 536 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.