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SeaCrest Wealth Management’s Kimco Realty KIM Stock Holding History

SeaCrest 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
2022
Q3 		– Sell
-22,930
Closed -$453K – 1091
2022
Q2 		$453K Hold
22,930
– – 0.06% 356
2022
Q1 		$566K Hold
22,930
– – 0.07% 317
2021
Q4 		$565K Hold
22,930
– – 0.06% 317
2021
Q3 		$476K Hold
22,930
– – 0.06% 354
2021
Q2 		$478K Hold
22,930
– – 0.06% 353
2021
Q1 		$430K Sell
22,930
-105
-0.5% -$1.85K 0.06% 351
2020
Q4 		$346K Sell
23,035
-6,785
-23% -$89.8K 0.05% 387
2020
Q3 		$336K Sell
29,820
-4,153
-12% -$49K 0.05% 356
2020
Q2 		$436K Buy
33,973
+768
+2% +$8.54K 0.08% 278
2020
Q1 		$321K Sell
33,205
-11,141
-25% -$191K 0.07% 310
2019
Q4 		$918K Sell
44,346
-2,288
-5% -$48K 0.15% 156
2019
Q3 		$974K Buy
46,634
+588
+1% +$11.2K 0.18% 140
2019
Q2 		$851K Sell
46,046
-9,000
-16% -$163K 0.17% 140
2019
Q1 		$1.02M Buy
55,046
+2,190
+4% +$37.6K 0.17% 117
2018
Q4 		$774K Buy
52,856
+2,029
+4% +$31.9K 0.16% 134
2018
Q3 		$851K Buy
50,827
+898
+2% +$15.1K 0.14% 140
2018
Q2 		$848K Buy
49,929
+4,348
+10% +$65.7K 0.15% 134
2018
Q1 		$656K Buy
45,581
+42,032
+1,184% +$647K 0.12% 176
2017
Q4 		$64K Buy
+3,549
New +$66.4K 0.01% 866

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SeaCrest Wealth Management's KIM Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Kimco Realty (KIM) in Q3 2022, closing a stake of 22,930 shares — an estimated $453K sold.

SeaCrest Wealth Management first reported a position in KIM in Q4 2017 and held it in 19 quarters. The position peaked at $1.02M in Q1 2019. 482 funds tracked by Wall St. Rank hold KIM as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Kimco Realty position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 22,930 Kimco Realty shares in Q3 2022, an estimated $453K.
  • SeaCrest Wealth Management first reported a position in Kimco Realty in Q4 2017 and held it in 19 quarters.
  • SeaCrest Wealth Management's Kimco Realty position peaked at $1.02M in Q1 2019.
  • 482 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.