Opal Wealth Advisors’s Kimco Realty KIM Stock Holding History

Opal 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 Q3	–	Sell	-322	Closed	-$6.27K	–	715
2024 Q2	$6.27K	Buy	+322	New	+$6.03K	﹤0.01%	755

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AAMU

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

Opal Wealth Advisors's KIM Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Kimco Realty (KIM) in Q3 2024, closing a stake of 322 shares — an estimated $6.27K sold.

Opal Wealth Advisors first reported a position in KIM in Q2 2024 and held it in 1 quarter. The position peaked at $6.27K in Q2 2024. 551 funds tracked by Wall St. Rank hold KIM as of Q3 2024.

Opal Wealth Advisors reported no remaining Kimco Realty position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 322 Kimco Realty shares in Q3 2024, an estimated $6.27K.
Opal Wealth Advisors first reported a position in Kimco Realty in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Kimco Realty position peaked at $6.27K in Q2 2024.
551 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.