Evolution Wealth Advisors’s Kimco Realty KIM Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-207	Closed	-$4K	–	405
2021 Q3	$4K	Hold	207	–	–	﹤0.01%	562
2021 Q2	$4K	Hold	207	–	–	﹤0.01%	556
2021 Q1	$4K	Hold	207	–	–	﹤0.01%	562
2020 Q4	$3K	Hold	207	–	–	﹤0.01%	523
2020 Q3	$2K	Hold	207	–	–	﹤0.01%	544
2020 Q2	$3K	Buy	+207	New	+$2.3K	﹤0.01%	442

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Evolution Wealth Advisors's KIM Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Kimco Realty (KIM) in Q4 2021, closing a stake of 207 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in KIM in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q3 2021. 475 funds tracked by Wall St. Rank hold KIM as of Q4 2021.

Evolution Wealth Advisors reported no remaining Kimco Realty position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 207 Kimco Realty shares in Q4 2021, an estimated $4K.
Evolution Wealth Advisors first reported a position in Kimco Realty in Q2 2020 and held it in 6 quarters.
Evolution Wealth Advisors's Kimco Realty position peaked at $4K in Q3 2021.
475 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.