BRWA
CIM

B. Riley Wealth Advisors’s Chimera Investment CIM Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-6,208
Closed -$105K – 1425
2024
Q1 		$105K Buy
6,208
+455
+8% +$6.34K ﹤0.01% 1356
2023
Q4 		$88K Sell
5,753
-455
-7% -$6.87K ﹤0.01% 1329
2023
Q3 		$105K Buy
6,208
+148
+2% +$2.6K ﹤0.01% 1356
2023
Q2 		$108K Buy
+6,060
New +$96.5K ﹤0.01% 1427
2020
Q3 		– Sell
-3,500
Closed -$101K – 952
2020
Q2 		$101K Buy
+3,500
New +$89.9K 0.01% 817
2020
Q1 		– Sell
-4,584
Closed -$283K – 810
2019
Q4 		$283K Buy
4,584
+250
+6% +$15.3K 0.02% 621
2019
Q3 		$255K Buy
4,334
+31
+0.7% +$1.8K 0.03% 644
2019
Q2 		$244K Buy
4,303
+144
+3% +$8.16K 0.03% 642
2019
Q1 		$235K Buy
4,159
+25
+0.6% +$1.41K 0.03% 594
2018
Q4 		$222K Buy
4,134
+678
+20% +$37.1K 0.03% 549
2018
Q3 		$189K Buy
+3,456
New +$194K 0.02% 653
2017
Q2 		– Sell
-3,576
Closed -$217K – 526
2017
Q1 		$217K Buy
+3,576
New +$199K 0.04% 443
2015
Q1 		– Sell
-4,906
Closed -$1.24M – 803
2014
Q4 		$1.24M Buy
4,906
+2,148
+78% +$104K 0.03% 684
2014
Q3 		$126K Buy
2,758
+160
+6% +$7.71K 0.03% 561
2014
Q2 		$124K Buy
2,598
+5
+0.2% +$235 0.03% 633
2014
Q1 		$119K Buy
2,593
+16
+0.6% +$745 0.04% 564
2013
Q4 		$120K Sell
2,577
-942
-27% -$42.9K 0.04% 505
2013
Q3 		$160K Sell
3,519
-6,840
-66% -$304K 0.05% 407
2013
Q2 		$466K Buy
+10,359
New +$492K 0.16% 157

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

B. Riley Wealth Advisors's CIM Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Chimera Investment (CIM) in Q2 2024, closing a stake of 6,208 shares — an estimated $105K sold.

B. Riley Wealth Advisors first reported a position in CIM in Q2 2013 and held it in 19 quarters. The position peaked at $1.24M in Q4 2014. 181 funds tracked by Wall St. Rank hold CIM as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Chimera Investment position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,208 Chimera Investment shares in Q2 2024, an estimated $105K.
  • B. Riley Wealth Advisors first reported a position in Chimera Investment in Q2 2013 and held it in 19 quarters.
  • B. Riley Wealth Advisors's Chimera Investment position peaked at $1.24M in Q4 2014.
  • 181 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.