CFA
CIM

Compass Financial Advisors’s Chimera Investment CIM Stock Holding History

Compass 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
2023
Q2 		– Sell
-10,618
Closed -$180K – 13
2023
Q1 		$180K Hold
10,618
– – 0.23% 120
2022
Q4 		$175K Hold
10,618
– – 0.24% 124
2022
Q3 		$166K Hold
10,618
– – 0.25% 115
2022
Q2 		$281K Hold
10,618
– – 0.38% 88
2022
Q1 		$384K Hold
10,618
– – 0.42% 85
2021
Q4 		$480K Buy
+10,618
New +$502K 0.53% 72

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.03B AUM 32.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Compass Financial Advisors's CIM Position: Q2 2023 in Review

Compass Financial Advisors sold out of Chimera Investment (CIM) in Q2 2023, closing a stake of 10,618 shares — an estimated $180K sold.

Compass Financial Advisors first reported a position in CIM in Q4 2021 and held it in 6 quarters. The position peaked at $480K in Q4 2021. 235 funds tracked by Wall St. Rank hold CIM as of Q2 2023.

  • Compass Financial Advisors reported no remaining Chimera Investment position as of Q2 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 10,618 Chimera Investment shares in Q2 2023, an estimated $180K.
  • Compass Financial Advisors first reported a position in Chimera Investment in Q4 2021 and held it in 6 quarters.
  • Compass Financial Advisors's Chimera Investment position peaked at $480K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.