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Evoke Wealth’s Kimco Realty KIM Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-5,102
Closed -$94K – 778
2022
Q3 		$94K Buy
5,102
+106
+2% +$2.23K ﹤0.01% 423
2022
Q2 		$99K Sell
4,996
-60
-1% -$1.38K ﹤0.01% 417
2022
Q1 		$125K Hold
5,056
– – ﹤0.01% 405
2021
Q4 		$125K Hold
5,056
– – ﹤0.01% 416
2021
Q3 		$104K Buy
5,056
+4,752
+1,563% +$102K ﹤0.01% 420
2021
Q2 		$6K Sell
304
-18
-6% -$373 ﹤0.01% 835
2021
Q1 		$6K Buy
322
+1
+0.3% +$18 ﹤0.01% 803
2020
Q4 		$5K Buy
321
+109
+51% +$1.44K ﹤0.01% 719
2020
Q3 		$2K Sell
212
-47
-18% -$555 ﹤0.01% 849
2020
Q2 		$3K Buy
259
+142
+121% +$1.58K ﹤0.01% 795
2020
Q1 		$1.13K Sell
117
-213
-65% -$3.66K ﹤0.01% 907
2019
Q4 		$6.93K Buy
330
+1
+0.3% +$21 ﹤0.01% 842
2019
Q3 		$6.88K Buy
+329
New +$6.26K ﹤0.01% 907

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
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

Evoke Wealth's KIM Position: Q4 2022 in Review

Evoke Wealth sold out of Kimco Realty (KIM) in Q4 2022, closing a stake of 5,102 shares — an estimated $94K sold.

Evoke Wealth first reported a position in KIM in Q3 2019 and held it in 13 quarters. The position peaked at $125K in Q1 2022. 517 funds tracked by Wall St. Rank hold KIM as of Q4 2022.

  • Evoke Wealth reported no remaining Kimco Realty position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 5,102 Kimco Realty shares in Q4 2022, an estimated $94K.
  • Evoke Wealth first reported a position in Kimco Realty in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Kimco Realty position peaked at $125K in Q1 2022.
  • 517 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.