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Avior Wealth Management’s Chimera Investment CIM Stock Holding History

Avior 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
2023
Q4 		– Sell
-29
Closed -$480 – 1541
2023
Q3 		$480 Hold
29
– – ﹤0.01% 1492
2023
Q2 		$507 Hold
29
– – ﹤0.01% 1460
2023
Q1 		$496 Hold
29
– – ﹤0.01% 1521
2022
Q4 		$484 Hold
29
– – ﹤0.01% 1176
2022
Q3 		$0 Buy
+29
New +$755 ﹤0.01% 1164

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avior Wealth Management's CIM Position: Q4 2023 in Review

Avior Wealth Management sold out of Chimera Investment (CIM) in Q4 2023, closing a stake of 29 shares — an estimated $480 sold.

Avior Wealth Management first reported a position in CIM in Q3 2022 and held it in 5 quarters. The position peaked at $507 in Q2 2023. 258 funds tracked by Wall St. Rank hold CIM as of Q4 2023.

  • Avior Wealth Management reported no remaining Chimera Investment position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 29 Chimera Investment shares in Q4 2023, an estimated $480.
  • Avior Wealth Management first reported a position in Chimera Investment in Q3 2022 and held it in 5 quarters.
  • Avior Wealth Management's Chimera Investment position peaked at $507 in Q2 2023.
  • 258 funds tracked by Wall St. Rank held Chimera Investment as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.