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Patriot Financial Group Insurance Agency’s Kimco Realty KIM Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-1,390
Closed -$34K – 2154
2021
Q4 		$34K Buy
1,390
+10
+0.7% +$231 0.01% 1012
2021
Q3 		$29K Buy
1,380
+11
+0.8% +$235 0.01% 1064
2021
Q2 		$29K Buy
1,369
+11
+0.8% +$228 0.01% 1034
2021
Q1 		$25K Buy
1,358
+12
+0.9% +$212 0.01% 1004
2020
Q4 		$20K Buy
1,346
+1,341
+26,820% +$17.7K 0.01% 968
2020
Q3 		$0 Hold
5
– – ﹤0.01% 1759
2020
Q2 		$0 Sell
5
-558
-99% -$6.21K ﹤0.01% 1752
2020
Q1 		$5K Buy
+563
New +$9.67K ﹤0.01% 1074
2019
Q1 		– Sell
-554
Closed -$8K – 1267
2018
Q4 		$8K Sell
554
-280
-34% -$4.4K 0.01% 658
2018
Q3 		$14K Buy
+834
New +$14K 0.01% 560
2018
Q2 		– Sell
-824
Closed -$12K – 774
2018
Q1 		$12K Buy
824
+9
+1% +$139 0.01% 568
2017
Q4 		$15K Buy
815
+8
+1% +$150 0.01% 513
2017
Q3 		$15K Buy
807
+7
+0.9% +$137 0.01% 468
2017
Q2 		$15K Buy
+800
New +$15.7K 0.02% 447

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KIM Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Kimco Realty (KIM) in Q1 2022, closing a stake of 1,390 shares — an estimated $34K sold.

Patriot Financial Group Insurance Agency first reported a position in KIM in Q2 2017 and held it in 14 quarters. The position peaked at $34K in Q4 2021. 490 funds tracked by Wall St. Rank hold KIM as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Kimco Realty position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,390 Kimco Realty shares in Q1 2022, an estimated $34K.
  • Patriot Financial Group Insurance Agency first reported a position in Kimco Realty in Q2 2017 and held it in 14 quarters.
  • Patriot Financial Group Insurance Agency's Kimco Realty position peaked at $34K in Q4 2021.
  • 490 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.