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Turtle Creek Wealth Advisors’s Kimco Realty KIM Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-305
Closed -$6.5K – 521
2023
Q4 		$6.5K Buy
+305
New +$5.76K ﹤0.01% 606

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
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
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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Turtle Creek Wealth Advisors's KIM Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Kimco Realty (KIM) in Q1 2024, closing a stake of 305 shares — an estimated $6.5K sold.

Turtle Creek Wealth Advisors first reported a position in KIM in Q4 2023 and held it in 1 quarter. The position peaked at $6.5K in Q4 2023. 536 funds tracked by Wall St. Rank hold KIM as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Kimco Realty position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 305 Kimco Realty shares in Q1 2024, an estimated $6.5K.
  • Turtle Creek Wealth Advisors first reported a position in Kimco Realty in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Kimco Realty position peaked at $6.5K in Q4 2023.
  • 536 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.