Atlas Private Wealth Advisors’s Chimera Investment CIM Stock Holding History

Atlas Private Wealth Advisors’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
2023 Q4	–	Sell	-95,231	Closed	-$1.56M	–	167
2023 Q3	$1.56M	Sell	95,231 -13,919	-13%	-$244K	0.29%	60
2023 Q2	$1.89M	Buy	+109,150	New	+$1.74M	0.38%	47
2021 Q4	–	Sell	-98	Closed	-$4K	–	251
2021 Q3	$4K	Sell	98 -15,069	-99%	-$676K	﹤0.01%	584
2021 Q2	$685K	Hold	15,167	–	–	0.37%	64
2021 Q1	$578K	Buy	15,167 +99	+0.7%	+$3.38K	0.32%	70
2020 Q4	$463K	Sell	15,068 -655	-4%	-$19K	0.31%	71
2020 Q3	$387K	Buy	+15,723	New	+$419K	0.32%	68

Other funds holding CIM

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

TIM

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Atlas Private Wealth Advisors's CIM Position: Q4 2023 in Review

Atlas Private Wealth Advisors sold out of Chimera Investment (CIM) in Q4 2023, closing a stake of 95,231 shares — an estimated $1.56M sold.

Atlas Private Wealth Advisors first reported a position in CIM in Q3 2020 and held it in 7 quarters. The position peaked at $1.89M in Q2 2023. 258 funds tracked by Wall St. Rank hold CIM as of Q4 2023.

Atlas Private Wealth Advisors reported no remaining Chimera Investment position as of Q4 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 95,231 Chimera Investment shares in Q4 2023, an estimated $1.56M.
Atlas Private Wealth Advisors first reported a position in Chimera Investment in Q3 2020 and held it in 7 quarters.
Atlas Private Wealth Advisors's Chimera Investment position peaked at $1.89M in Q2 2023.
258 funds tracked by Wall St. Rank held Chimera Investment as of Q4 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.