CPWMP
CIM

Cardinal Point Wealth Management Partners’s Chimera Investment CIM Stock Holding History

Cardinal Point Wealth Management Partners’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
Q1 		$71.8K Hold
4,075
– – 0.02% 80
2022
Q4 		$72.9K Hold
4,075
– – 0.03% 69
2022
Q3 		$67K Hold
4,075
– – 0.03% 49
2022
Q2 		$112K Buy
+4,075
New +$121K 0.05% 50

Other funds holding CIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.03B AUM 32.21% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cardinal Point Wealth Management Partners's CIM Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners held its Chimera Investment (CIM) position steady in Q1 2023 at 4,075 shares worth $71.8K. The position accounts for 0.02% of the portfolio, ranked #80.

Cardinal Point Wealth Management Partners first reported a position in CIM in Q2 2022 and has held it in 4 quarters since. The position peaked at $112K in Q2 2022. 242 funds tracked by Wall St. Rank hold CIM as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 4,075 shares of Chimera Investment worth $71.8K as of Q1 2023.
  • Cardinal Point Wealth Management Partners left its Chimera Investment share count unchanged in Q1 2023.
  • Chimera Investment made up 0.02% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #80 holding.
  • Cardinal Point Wealth Management Partners first reported a position in Chimera Investment in Q2 2022 and has held it in 4 quarters since.
  • Cardinal Point Wealth Management Partners's Chimera Investment position peaked at $112K in Q2 2022.
  • 242 funds tracked by Wall St. Rank held Chimera Investment as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.