AWS
CIM

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 – 1901
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 0.02% 817
2022
Q1 		$1.26M Buy
+33,983
New +$1.35M 0.02% 637

Other funds holding CIM

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return