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Bogart Wealth LLC’s Chimera Investment CIM Stock Holding History

Bogart Wealth LLC’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
2026
Q2 		$40 Hold
3
– – ﹤0.01% 1967
2026
Q1 		$38 Buy
+3
New +$39 ﹤0.01% 1780
2024
Q2 		– Sell
-183
Closed -$2.53K – 1128
2024
Q1 		$2.53K Buy
+183
New +$2.55K ﹤0.01% 880

Other funds holding CIM

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bogart Wealth LLC's CIM Position: Q2 2026 in Review

Bogart Wealth LLC held its Chimera Investment (CIM) position steady in Q2 2026 at 3 shares worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Bogart Wealth LLC first reported a position in CIM in Q1 2024 and has held it in 3 quarters since. The position peaked at $2.53K in Q1 2024. 197 funds tracked by Wall St. Rank hold CIM as of Q2 2026.

  • Bogart Wealth LLC held 3 shares of Chimera Investment worth $40 as of Q2 2026.
  • Bogart Wealth LLC left its Chimera Investment share count unchanged in Q2 2026.
  • Chimera Investment made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1967 holding.
  • Bogart Wealth LLC first reported a position in Chimera Investment in Q1 2024 and has held it in 3 quarters since.
  • Bogart Wealth LLC's Chimera Investment position peaked at $2.53K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.