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Heritage Wealth Management (Arizona)’s Kimco Realty KIM Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		– Sell
-419
Closed -$10K – 1025
2022
Q1 		$10K Buy
+419
New +$10.1K ﹤0.01% 709
2021
Q3 		$9K Buy
+419
New +$8.96K ﹤0.01% 665

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s KIM Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Kimco Realty (KIM) in Q2 2022, closing a stake of 419 shares — an estimated $10K sold.

Heritage Wealth Management (Arizona) first reported a position in KIM in Q3 2021 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 486 funds tracked by Wall St. Rank hold KIM as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Kimco Realty position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 419 Kimco Realty shares in Q2 2022, an estimated $10K.
  • Heritage Wealth Management (Arizona) first reported a position in Kimco Realty in Q3 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Kimco Realty position peaked at $10K in Q1 2022.
  • 486 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.