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Meridian Wealth Partners’s Kimco Realty KIM Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-1,432
Closed -$27K – 705
2021
Q1 		$27K Buy
+1,432
New +$25.3K 0.01% 236
2020
Q1 		– Sell
-1,100
Closed -$23K – 202
2019
Q4 		$23K Buy
+1,100
New +$23.1K 0.01% 191

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RC
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
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

Meridian Wealth Partners's KIM Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Kimco Realty (KIM) in Q2 2021, closing a stake of 1,432 shares — an estimated $27K sold.

Meridian Wealth Partners first reported a position in KIM in Q4 2019 and held it in 2 quarters. The position peaked at $27K in Q1 2021. 403 funds tracked by Wall St. Rank hold KIM as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Kimco Realty position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 1,432 Kimco Realty shares in Q2 2021, an estimated $27K.
  • Meridian Wealth Partners first reported a position in Kimco Realty in Q4 2019 and held it in 2 quarters.
  • Meridian Wealth Partners's Kimco Realty position peaked at $27K in Q1 2021.
  • 403 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.