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Glassman Wealth Services’s Chimera Investment CIM Stock Holding History

Glassman Wealth Services’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
-784
Closed -$11.7K – 521
2023
Q4 		$11.7K Sell
784
-14
-2% -$211 ﹤0.01% 834
2023
Q3 		$13.1K Buy
798
+784
+5,600% +$13.8K ﹤0.01% 778
2023
Q2 		$237 Sell
14
-18
-56% -$287 ﹤0.01% 1777
2023
Q1 		$536 Sell
32
-784
-96% -$15K ﹤0.01% 1604
2022
Q4 		$13.5K Sell
816
-109
-12% -$2.03K ﹤0.01% 755
2022
Q3 		$14K Buy
925
+18
+2% +$469 ﹤0.01% 701
2022
Q2 		$24K Sell
907
-11
-1% -$326 ﹤0.01% 571
2022
Q1 		$33K Buy
918
+784
+585% +$31.2K 0.01% 499
2021
Q4 		$6K Sell
134
-784
-85% -$37.1K ﹤0.01% 922
2021
Q3 		$41K Hold
918
– – 0.01% 400
2021
Q2 		$41K Hold
918
– – 0.01% 392
2021
Q1 		$35K Buy
918
+11
+1% +$376 0.01% 390
2020
Q4 		$28K Hold
907
– – 0.01% 436
2020
Q3 		$22K Hold
907
– – 0.01% 426
2020
Q2 		$26K Buy
907
+901
+15,017% +$23.2K 0.01% 344
2020
Q1 		$0 Buy
6
+4
+200% +$227 ﹤0.01% 1183
2019
Q4 		$0 Hold
2
– – ﹤0.01% 1214
2019
Q3 		$0 Buy
+2
New +$116 ﹤0.01% 1090

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

Glassman Wealth Services's CIM Position: Q1 2024 in Review

Glassman Wealth Services sold out of Chimera Investment (CIM) in Q1 2024, closing a stake of 784 shares — an estimated $11.7K sold.

Glassman Wealth Services first reported a position in CIM in Q3 2019 and held it in 18 quarters. The position peaked at $41K in Q3 2021. 249 funds tracked by Wall St. Rank hold CIM as of Q1 2024.

  • Glassman Wealth Services reported no remaining Chimera Investment position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 784 Chimera Investment shares in Q1 2024, an estimated $11.7K.
  • Glassman Wealth Services first reported a position in Chimera Investment in Q3 2019 and held it in 18 quarters.
  • Glassman Wealth Services's Chimera Investment position peaked at $41K in Q3 2021.
  • 249 funds tracked by Wall St. Rank held Chimera Investment as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.