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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AE Wealth Management's CIM Position: Q1 2024 in Review

AE Wealth Management sold out of Chimera Investment (CIM) in Q1 2024, closing a stake of 5,041 shares — an estimated $76.1K sold.

AE Wealth Management first reported a position in CIM in Q2 2019 and held it in 15 quarters. The position peaked at $442K in Q4 2021. 249 funds tracked by Wall St. Rank hold CIM as of Q1 2024.

  • AE Wealth Management reported no remaining Chimera Investment position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 5,041 Chimera Investment shares in Q1 2024, an estimated $76.1K.
  • AE Wealth Management first reported a position in Chimera Investment in Q2 2019 and held it in 15 quarters.
  • AE Wealth Management's Chimera Investment position peaked at $442K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Chimera Investment as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.