CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Chimera Investment CIM Stock Holding History

CAPTRUST Financial 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
Q1 		– Sell
-4,720
Closed -$70.7K – 2246
2023
Q4 		$70.7K Buy
+4,720
New +$71.2K ﹤0.01% 2560
2023
Q2 		– Sell
-6,423
Closed -$109K – 2540
2023
Q1 		$109K Buy
+6,423
New +$123K ﹤0.01% 2150

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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

CAPTRUST Financial Advisors's CIM Position: Q1 2024 in Review

CAPTRUST Financial Advisors sold out of Chimera Investment (CIM) in Q1 2024, closing a stake of 4,720 shares — an estimated $70.7K sold.

CAPTRUST Financial Advisors first reported a position in CIM in Q1 2023 and held it in 2 quarters. The position peaked at $109K in Q1 2023. 249 funds tracked by Wall St. Rank hold CIM as of Q1 2024.

  • CAPTRUST Financial Advisors reported no remaining Chimera Investment position as of Q1 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 4,720 Chimera Investment shares in Q1 2024, an estimated $70.7K.
  • CAPTRUST Financial Advisors first reported a position in Chimera Investment in Q1 2023 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Chimera Investment position peaked at $109K in Q1 2023.
  • 249 funds tracked by Wall St. Rank held Chimera Investment as of Q1 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.