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Atria Wealth Solutions’s Chimera Investment CIM Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-10,015
Closed -$140K – 1900
2024
Q4 		$140K Sell
10,015
-18,610
-65% -$279K ﹤0.01% 1874
2024
Q3 		$453K Sell
28,625
-314
-1% -$4.7K ﹤0.01% 1288
2024
Q2 		$370K Buy
28,939
+14,001
+94% +$177K ﹤0.01% 1380
2024
Q1 		$207K Sell
14,938
-1,833
-11% -$25.5K ﹤0.01% 1810
2023
Q4 		$251K Sell
16,771
-2,999
-15% -$45.3K ﹤0.01% 1627
2023
Q3 		$324K Sell
19,770
-4,310
-18% -$75.7K ﹤0.01% 1366
2023
Q2 		$418K Sell
24,080
-142
-0.6% -$2.26K 0.01% 1246
2023
Q1 		$410K Buy
24,222
+2,664
+12% +$51K 0.01% 1250
2022
Q4 		$356K Sell
21,558
-4,266
-17% -$79.5K 0.01% 1265
2022
Q3 		$404K Sell
25,824
-2,430
-9% -$63.3K 0.01% 1145
2022
Q2 		$748K Sell
28,254
-5,729
-17% -$170K 0.01% 817
2022
Q1 		$1.26M Buy
+33,983
New +$1.35M 0.02% 637

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Atria Wealth Solutions's CIM Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Chimera Investment (CIM) in Q1 2025, closing a stake of 10,015 shares — an estimated $140K sold.

Atria Wealth Solutions first reported a position in CIM in Q1 2022 and held it in 12 quarters. The position peaked at $1.26M in Q1 2022. 223 funds tracked by Wall St. Rank hold CIM as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Chimera Investment position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,015 Chimera Investment shares in Q1 2025, an estimated $140K.
  • Atria Wealth Solutions first reported a position in Chimera Investment in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Chimera Investment position peaked at $1.26M in Q1 2022.
  • 223 funds tracked by Wall St. Rank held Chimera Investment as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.