HHM Wealth Advisors’s Kimco Realty KIM Stock Holding History

HHM 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
2024 Q2	–	Sell	-451	Closed	-$8.85K	–	827
2024 Q1	$8.85K	Hold	451	–	–	﹤0.01%	540
2023 Q4	$9.61K	Hold	451	–	–	﹤0.01%	521
2023 Q3	$7.93K	Hold	451	–	–	﹤0.01%	546
2023 Q2	$8.89K	Sell	451 -79	-15%	-$1.49K	﹤0.01%	556
2023 Q1	$10.4K	Buy	530 +159	+43%	+$3.27K	﹤0.01%	518
2022 Q4	$7.86K	Buy	371 +79	+27%	+$1.66K	﹤0.01%	481
2022 Q3	$5K	Buy	+292	New	+$6.16K	﹤0.01%	534

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

AAMU

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

HHM Wealth Advisors's KIM Position: Q2 2024 in Review

HHM Wealth Advisors sold out of Kimco Realty (KIM) in Q2 2024, closing a stake of 451 shares — an estimated $8.85K sold.

HHM Wealth Advisors first reported a position in KIM in Q3 2022 and held it in 7 quarters. The position peaked at $10.4K in Q1 2023. 528 funds tracked by Wall St. Rank hold KIM as of Q2 2024.

HHM Wealth Advisors reported no remaining Kimco Realty position as of Q2 2024 after selling out during the quarter.
HHM Wealth Advisors sold 451 Kimco Realty shares in Q2 2024, an estimated $8.85K.
HHM Wealth Advisors first reported a position in Kimco Realty in Q3 2022 and held it in 7 quarters.
HHM Wealth Advisors's Kimco Realty position peaked at $10.4K in Q1 2023.
528 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.