EWA
CIM

EP Wealth Advisors’s Chimera Investment CIM Stock Holding History

EP Wealth 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
-7,150
Closed -$107K – 841
2023
Q4 		$107K Sell
7,150
-302
-4% -$4.56K ﹤0.01% 786
2023
Q3 		$122K Sell
7,452
-5,685
-43% -$99.8K ﹤0.01% 722
2023
Q2 		$126K Buy
13,137
+11,646
+781% +$185K ﹤0.01% 665
2023
Q1 		$1.14M Sell
1,491
-3,883
-72% -$74.3K 0.02% 289
2022
Q4 		$88.7K Buy
5,374
+163
+3% +$3.04K ﹤0.01% 603
2022
Q3 		$82K Buy
5,211
+984
+23% +$25.6K ﹤0.01% 324
2022
Q2 		$112K Sell
4,227
-546
-11% -$16.2K ﹤0.01% 631
2022
Q1 		$172K Sell
4,773
-1,782
-27% -$71K ﹤0.01% 588
2021
Q4 		$297K Buy
6,555
+113
+2% +$5.34K 0.01% 465
2021
Q3 		$287K Buy
6,442
+118
+2% +$5.29K 0.01% 441
2021
Q2 		$286K Buy
6,324
+115
+2% +$4.78K 0.01% 453
2021
Q1 		$237K Buy
+6,209
New +$212K 0.01% 441

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 $3.37T AUM 44.26% 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

EP Wealth Advisors's CIM Position: Q1 2024 in Review

EP Wealth Advisors sold out of Chimera Investment (CIM) in Q1 2024, closing a stake of 7,150 shares — an estimated $107K sold.

EP Wealth Advisors first reported a position in CIM in Q1 2021 and held it in 12 quarters. The position peaked at $1.14M in Q1 2023. 249 funds tracked by Wall St. Rank hold CIM as of Q1 2024.

  • EP Wealth Advisors reported no remaining Chimera Investment position as of Q1 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 7,150 Chimera Investment shares in Q1 2024, an estimated $107K.
  • EP Wealth Advisors first reported a position in Chimera Investment in Q1 2021 and held it in 12 quarters.
  • EP Wealth Advisors's Chimera Investment position peaked at $1.14M in Q1 2023.
  • 249 funds tracked by Wall St. Rank held Chimera Investment as of Q1 2024.

Based on EP Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.