SWA
KIM icon

Sutton Wealth Advisors’s Kimco Realty KIM Stock Holding History

Sutton 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
2023
Q3 		– Sell
-132
Closed -$2.6K – 873
2023
Q2 		$2.6K Sell
132
-10
-7% -$188 ﹤0.01% 665
2023
Q1 		$2.77K Buy
142
+2
+1% +$41 ﹤0.01% 600
2022
Q4 		$2.96K Buy
140
+28
+25% +$589 ﹤0.01% 1167
2022
Q3 		$2.06K Hold
112
– – ﹤0.01% 1185
2022
Q2 		$2.21K Buy
112
+89
+387% +$2.04K ﹤0.01% 1171
2022
Q1 		$568 Buy
+23
New +$555 ﹤0.01% 1463
2020
Q2 		– Sell
-2,023
Closed -$19.6K – 1249
2020
Q1 		$19.6K Sell
2,023
-211
-9% -$3.62K 0.01% 483
2019
Q4 		$46.3K Hold
2,234
– – 0.02% 329
2019
Q3 		$46.6K Hold
2,234
– – 0.03% 322
2019
Q2 		$41.3K Hold
2,234
– – 0.02% 350
2019
Q1 		$41.3K Hold
2,234
– – 0.02% 349
2018
Q4 		$32.7K Hold
2,234
– – 0.02% 371
2018
Q3 		$37.4K Hold
2,234
– – 0.02% 361
2018
Q2 		$38K Buy
2,234
+171
+8% +$2.58K 0.03% 362
2018
Q1 		$29.7K Buy
2,063
+3
+0.1% +$46 0.02% 420
2017
Q4 		$37.4K Hold
2,060
– – 0.03% 353
2017
Q3 		$40.3K Buy
2,060
+37
+2% +$726 0.03% 322
2017
Q2 		$37.1K Sell
2,023
-35
-2% -$687 0.03% 323
2017
Q1 		$45.5K Sell
2,058
-91
-4% -$2.19K 0.04% 282
2016
Q4 		$54.1K Buy
2,149
+94
+5% +$2.48K 0.05% 254
2016
Q3 		$59.5K Hold
2,055
– – 0.05% 230
2016
Q2 		$64.5K Hold
2,055
– – 0.06% 214
2016
Q1 		$59.1K Buy
+2,055
New +$55.5K 0.06% 226

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sutton Wealth Advisors's KIM Position: Q3 2023 in Review

Sutton Wealth Advisors sold out of Kimco Realty (KIM) in Q3 2023, closing a stake of 132 shares — an estimated $2.6K sold.

Sutton Wealth Advisors first reported a position in KIM in Q1 2016 and held it in 23 quarters. The position peaked at $64.5K in Q2 2016. 490 funds tracked by Wall St. Rank hold KIM as of Q3 2023.

  • Sutton Wealth Advisors reported no remaining Kimco Realty position as of Q3 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 132 Kimco Realty shares in Q3 2023, an estimated $2.6K.
  • Sutton Wealth Advisors first reported a position in Kimco Realty in Q1 2016 and held it in 23 quarters.
  • Sutton Wealth Advisors's Kimco Realty position peaked at $64.5K in Q2 2016.
  • 490 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.