Great Point Wealth Advisors’s Chimera Investment CIM Stock Holding History

Great Point 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
2021 Q4	–	Sell	-4,923	Closed	-$219K	–	61
2021 Q3	$219K	Hold	4,923	–	–	0.08%	49
2021 Q2	$222K	Hold	4,923	–	–	0.08%	51
2021 Q1	$188K	Hold	4,923	–	–	0.07%	52
2020 Q4	$151K	Hold	4,923	–	–	0.06%	46
2020 Q3	$141K	Hold	4,923	–	–	0.07%	47
2020 Q2	$141K	Hold	4,923	–	–	0.07%	47
2020 Q1	$134K	Buy	+4,923	New	+$279K	0.11%	42

Other funds holding CIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Great Point Wealth Advisors's CIM Position: Q4 2021 in Review

Great Point Wealth Advisors sold out of Chimera Investment (CIM) in Q4 2021, closing a stake of 4,923 shares — an estimated $219K sold.

Great Point Wealth Advisors first reported a position in CIM in Q1 2020 and held it in 7 quarters. The position peaked at $222K in Q2 2021. 287 funds tracked by Wall St. Rank hold CIM as of Q4 2021.

Great Point Wealth Advisors reported no remaining Chimera Investment position as of Q4 2021 after selling out during the quarter.
Great Point Wealth Advisors sold 4,923 Chimera Investment shares in Q4 2021, an estimated $219K.
Great Point Wealth Advisors first reported a position in Chimera Investment in Q1 2020 and held it in 7 quarters.
Great Point Wealth Advisors's Chimera Investment position peaked at $222K in Q2 2021.
287 funds tracked by Wall St. Rank held Chimera Investment as of Q4 2021.

Based on Great Point Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.