AAS
CIM

Avantax Advisory Services’s Chimera Investment CIM Stock Holding History

Avantax Advisory Services’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
Q2 		$171K Sell
12,295
-749
-6% -$9.57K ﹤0.01% 2232
2025
Q1 		$167K Sell
13,044
-3,332
-20% -$46.8K ﹤0.01% 2124
2024
Q4 		$229K Sell
16,376
-765
-4% -$11.5K ﹤0.01% 1966
2024
Q3 		$271K Buy
17,141
+6,231
+57% +$93.3K ﹤0.01% 1826
2024
Q2 		$140K Buy
10,910
+50
+0.5% +$633 ﹤0.01% 1990
2024
Q1 		$150K Sell
10,860
-2,817
-21% -$39.2K ﹤0.01% 1570
2023
Q4 		$205K Buy
13,677
+3,299
+32% +$49.8K ﹤0.01% 1467
2023
Q3 		$170K Buy
10,378
+138
+1% +$2.42K ﹤0.01% 1447
2023
Q2 		$177K Sell
10,240
-872
-8% -$13.9K ﹤0.01% 1417
2023
Q1 		$188K Sell
11,112
-312
-3% -$5.97K ﹤0.01% 1387
2022
Q4 		$188K Buy
11,424
+329
+3% +$6.13K ﹤0.01% 1324
2022
Q3 		$174K Buy
11,095
+239
+2% +$6.22K ﹤0.01% 1238
2022
Q2 		$287K Buy
10,856
+216
+2% +$6.41K ﹤0.01% 1035
2022
Q1 		$384K Buy
10,640
+3,483
+49% +$139K 0.01% 892
2021
Q4 		$324K Buy
7,157
+711
+11% +$33.6K ﹤0.01% 939
2021
Q3 		$287K Sell
6,446
-255
-4% -$11.4K ﹤0.01% 941
2021
Q2 		$302K Sell
6,701
-370
-5% -$15.4K 0.01% 902
2021
Q1 		$270K Sell
7,071
-102
-1% -$3.48K 0.01% 852
2020
Q4 		$221K Sell
7,173
-20,136
-74% -$583K 0.01% 842
2020
Q3 		$674K Buy
27,309
+19,711
+259% +$525K 0.01% 693
2020
Q2 		$217K Buy
7,598
+30
+0.4% +$771 0.01% 756
2020
Q1 		$206K Buy
7,568
+1,061
+16% +$60.2K 0.01% 711
2019
Q4 		$400K Buy
6,507
+1,251
+24% +$76.3K 0.01% 545
2019
Q3 		$310K Buy
5,256
+677
+15% +$39.4K 0.01% 425
2019
Q2 		$259K Buy
4,579
+35
+0.8% +$1.98K 0.01% 427
2019
Q1 		$255K Buy
4,544
+79
+2% +$4.44K 0.01% 396
2018
Q4 		$243K Buy
+4,465
New +$244K 0.04% 341

Other funds holding CIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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 $77.1B 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 $95.4B 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

Avantax Advisory Services's CIM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Chimera Investment (CIM) stake by 5.7% in Q2 2025, selling an estimated $9.57K and leaving 12,295 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

Avantax Advisory Services first reported a position in CIM in Q4 2018 and has held it in 27 quarters since. The position peaked at $674K in Q3 2020. 206 funds tracked by Wall St. Rank hold CIM as of Q2 2025.

  • Avantax Advisory Services held 12,295 shares of Chimera Investment worth $171K as of Q2 2025.
  • Avantax Advisory Services sold 749 Chimera Investment shares in Q2 2025, an estimated $9.57K.
  • Chimera Investment made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2232 holding.
  • Avantax Advisory Services first reported a position in Chimera Investment in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Chimera Investment position peaked at $674K in Q3 2020.
  • 206 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.