Perigon Wealth Management’s Kimco Realty KIM Stock Holding History

Perigon Wealth Management’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 Q1	–	Sell	-1,473	Closed	-$22K	–	790
2020 Q4	$22K	Buy	+1,473	New	+$19.5K	﹤0.01%	1011

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AAMU

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Perigon Wealth Management's KIM Position: Q1 2021 in Review

Perigon Wealth Management sold out of Kimco Realty (KIM) in Q1 2021, closing a stake of 1,473 shares — an estimated $22K sold.

Perigon Wealth Management first reported a position in KIM in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 397 funds tracked by Wall St. Rank hold KIM as of Q1 2021.

Perigon Wealth Management reported no remaining Kimco Realty position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 1,473 Kimco Realty shares in Q1 2021, an estimated $22K.
Perigon Wealth Management first reported a position in Kimco Realty in Q4 2020 and held it in 1 quarter.
Perigon Wealth Management's Kimco Realty position peaked at $22K in Q4 2020.
397 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.