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Engrave Wealth Partners’s Chimera Investment CIM Stock Holding History

Engrave Wealth 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
2020
Q3 		– Sell
-243
Closed -$7K – 123
2020
Q2 		$7K Hold
243
– – 0.01% 282
2020
Q1 		$6K Hold
243
– – 0.01% 251
2019
Q4 		$15K Buy
+243
New +$14.8K 0.01% 255

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Engrave Wealth Partners's CIM Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Chimera Investment (CIM) in Q3 2020, closing a stake of 243 shares — an estimated $7K sold.

Engrave Wealth Partners first reported a position in CIM in Q4 2019 and held it in 3 quarters. The position peaked at $15K in Q4 2019. 252 funds tracked by Wall St. Rank hold CIM as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Chimera Investment position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 243 Chimera Investment shares in Q3 2020, an estimated $7K.
  • Engrave Wealth Partners first reported a position in Chimera Investment in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Chimera Investment position peaked at $15K in Q4 2019.
  • 252 funds tracked by Wall St. Rank held Chimera Investment as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.