TRUE Private Wealth Advisors’s Kimco Realty KIM Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-474	Closed	-$7K	–	483
2020 Q4	$7K	Sell	474 -1	-0.2%	-$13	﹤0.01%	574
2020 Q3	$5K	Sell	475 -737	-61%	-$8.7K	﹤0.01%	564
2020 Q2	$15K	Hold	1,212	–	–	﹤0.01%	435
2020 Q1	$11K	Hold	1,212	–	–	﹤0.01%	435
2019 Q4	$25K	Buy	+1,212	New	+$25.4K	﹤0.01%	456
2019 Q3	–	Sell	-1,212	Closed	-$22K	–	496
2019 Q2	$22K	Buy	+1,212	New	+$21.9K	﹤0.01%	450
2018 Q4	–	Sell	-2,005	Closed	-$33.6K	–	613
2018 Q3	$33.6K	Buy	+2,005	New	+$33.6K	﹤0.01%	526

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

TRUE Private Wealth Advisors's KIM Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Kimco Realty (KIM) in Q1 2021, closing a stake of 474 shares — an estimated $7K sold.

TRUE Private Wealth Advisors first reported a position in KIM in Q3 2018 and held it in 7 quarters. The position peaked at $33.6K in Q3 2018. 397 funds tracked by Wall St. Rank hold KIM as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Kimco Realty position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 474 Kimco Realty shares in Q1 2021, an estimated $7K.
TRUE Private Wealth Advisors first reported a position in Kimco Realty in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Kimco Realty position peaked at $33.6K in Q3 2018.
397 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.