BerganKDV Wealth Management’s Chimera Investment CIM Stock Holding History

BerganKDV 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
2022 Q2	–	Sell	-43	Closed	-$2K	–	979
2022 Q1	$2K	Hold	43	–	–	﹤0.01%	840
2021 Q4	$2K	Hold	43	–	–	﹤0.01%	902
2021 Q3	$2K	Hold	43	–	–	﹤0.01%	866
2021 Q2	$2K	Hold	43	–	–	﹤0.01%	799
2021 Q1	$2K	Hold	43	–	–	﹤0.01%	765
2020 Q4	$1K	Hold	43	–	–	﹤0.01%	838
2020 Q3	$1K	Hold	43	–	–	﹤0.01%	774
2020 Q2	$1K	Buy	+43	New	+$1.1K	﹤0.01%	832
2019 Q3	–	Sell	-72	Closed	-$4K	–	695
2019 Q2	$4K	Hold	72	–	–	﹤0.01%	600
2019 Q1	$4K	Sell	72 -95	-57%	-$5.34K	﹤0.01%	604
2018 Q4	$9K	Hold	167	–	–	﹤0.01%	492
2018 Q3	$9K	Hold	167	–	–	﹤0.01%	503
2018 Q2	$9K	Buy	+167	New	+$9.01K	﹤0.01%	512

Other funds holding CIM

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

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BerganKDV Wealth Management's CIM Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of Chimera Investment (CIM) in Q2 2022, closing a stake of 43 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in CIM in Q2 2018 and held it in 13 quarters. The position peaked at $9K in Q4 2018. 249 funds tracked by Wall St. Rank hold CIM as of Q2 2022.

BerganKDV Wealth Management reported no remaining Chimera Investment position as of Q2 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 43 Chimera Investment shares in Q2 2022, an estimated $2K.
BerganKDV Wealth Management first reported a position in Chimera Investment in Q2 2018 and held it in 13 quarters.
BerganKDV Wealth Management's Chimera Investment position peaked at $9K in Q4 2018.
249 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.