AE Wealth Management’s Chimera Investment CIM Stock Holding History

AE Wealth Management’s Portfolio CIM Stock Details CIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,041	Closed	-$76.1K	–	1293
2023 Q4	$76.1K	Buy	5,041 +1,224	+32%	+$18.5K	﹤0.01%	1961
2023 Q3	$62.5K	Sell	3,817 -3,405	-47%	-$59.8K	﹤0.01%	1874
2023 Q2	$125K	Buy	7,222 +270	+4%	+$4.3K	﹤0.01%	1784
2023 Q1	$118K	Buy	6,952 +989	+17%	+$18.9K	﹤0.01%	1777
2022 Q4	$98.4K	Buy	5,963 +184	+3%	+$3.43K	﹤0.01%	1718
2022 Q3	$91K	Buy	5,779 +328	+6%	+$8.54K	﹤0.01%	1659
2022 Q2	$144K	Sell	5,451 -3,709	-40%	-$110K	﹤0.01%	1623
2022 Q1	$331K	Sell	9,160 -604	-6%	-$24.1K	﹤0.01%	1382
2021 Q4	$442K	Buy	9,764 +4,637	+90%	+$219K	﹤0.01%	1292
2021 Q3	$228K	Buy	5,127 +1,096	+27%	+$49.2K	﹤0.01%	1480
2021 Q2	$182K	Buy	4,031 +236	+6%	+$9.81K	﹤0.01%	1507
2021 Q1	$145K	Buy	3,795 +67	+2%	+$2.29K	﹤0.01%	1429
2020 Q4	$115K	Buy	+3,728	New	+$108K	﹤0.01%	1307
2019 Q4	–	Sell	-3,386	Closed	-$199K	–	1136
2019 Q3	$199K	Sell	3,386 -1,539	-31%	-$89.6K	0.01%	924
2019 Q2	$279K	Buy	+4,925	New	+$279K	0.01%	781

Other funds holding CIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.03B AUM 32.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return