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Selective Wealth Management’s Kimco Realty KIM Stock Holding History

Selective 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
Q2 		– Sell
-615
Closed -$12K – 522
2021
Q1 		$12K Buy
+615
New +$10.9K 0.01% 234
2020
Q3 		– Sell
-145
Closed -$2K – 370
2020
Q2 		$2K Hold
145
– – ﹤0.01% 382
2020
Q1 		$1K Hold
145
– – ﹤0.01% 311
2019
Q4 		$3K Sell
145
-1
-0.7% -$21 ﹤0.01% 262
2019
Q3 		$3K Buy
+146
New +$2.78K ﹤0.01% 266

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

Selective Wealth Management's KIM Position: Q2 2021 in Review

Selective Wealth Management sold out of Kimco Realty (KIM) in Q2 2021, closing a stake of 615 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in KIM in Q3 2019 and held it in 5 quarters. The position peaked at $12K in Q1 2021. 403 funds tracked by Wall St. Rank hold KIM as of Q2 2021.

  • Selective Wealth Management reported no remaining Kimco Realty position as of Q2 2021 after selling out during the quarter.
  • Selective Wealth Management sold 615 Kimco Realty shares in Q2 2021, an estimated $12K.
  • Selective Wealth Management first reported a position in Kimco Realty in Q3 2019 and held it in 5 quarters.
  • Selective Wealth Management's Kimco Realty position peaked at $12K in Q1 2021.
  • 403 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.