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Great Valley Advisor Group’s Chimera Investment CIM Stock Holding History

Great Valley Advisor Group’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
Q2 		– Sell
-3,801
Closed -$52.6K – 784
2024
Q1 		$52.6K Buy
3,801
+41
+1% +$571 ﹤0.01% 737
2023
Q4 		$56.3K Sell
3,760
-2,432
-39% -$36.7K ﹤0.01% 697
2023
Q3 		$101K Buy
6,192
+49
+0.8% +$860 ﹤0.01% 652
2023
Q2 		$106K Buy
6,143
+71
+1% +$1.13K ﹤0.01% 682
2023
Q1 		$103K Buy
6,072
+52
+0.9% +$995 ﹤0.01% 675
2022
Q4 		$99.3K Buy
6,020
+1,628
+37% +$30.4K 0.01% 667
2022
Q3 		$69K Buy
+4,392
New +$114K ﹤0.01% 653
2022
Q2 		– Sell
-14,631
Closed -$528K – 681
2022
Q1 		$528K Buy
14,631
+10,914
+294% +$435K 0.03% 378
2021
Q4 		$168K Hold
3,717
– – 0.01% 579
2021
Q3 		$166K Hold
3,717
– – 0.01% 557
2021
Q2 		$168K Hold
3,717
– – 0.01% 526
2021
Q1 		$142K Sell
3,717
-196
-5% -$6.7K 0.01% 484
2020
Q4 		$120K Buy
3,913
+336
+9% +$9.73K 0.01% 456
2020
Q3 		$88K Sell
3,577
-823
-19% -$21.9K 0.01% 417
2020
Q2 		$127K Buy
4,400
+233
+6% +$5.99K 0.02% 392
2020
Q1 		$114K Buy
4,167
+500
+14% +$28.4K 0.03% 298
2019
Q4 		$226K Buy
3,667
+167
+5% +$10.2K 0.05% 327
2019
Q3 		$205K Sell
3,500
-1,730
-33% -$101K 0.05% 325
2019
Q2 		$296K Buy
5,230
+67
+1% +$3.8K 0.07% 255
2019
Q1 		$290K Buy
5,163
+284
+6% +$16K 0.09% 229
2018
Q4 		$261K Buy
+4,879
New +$267K 0.1% 191

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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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

Great Valley Advisor Group's CIM Position: Q2 2024 in Review

Great Valley Advisor Group sold out of Chimera Investment (CIM) in Q2 2024, closing a stake of 3,801 shares — an estimated $52.6K sold.

Great Valley Advisor Group first reported a position in CIM in Q4 2018 and held it in 21 quarters. The position peaked at $528K in Q1 2022. 181 funds tracked by Wall St. Rank hold CIM as of Q2 2024.

  • Great Valley Advisor Group reported no remaining Chimera Investment position as of Q2 2024 after selling out during the quarter.
  • Great Valley Advisor Group sold 3,801 Chimera Investment shares in Q2 2024, an estimated $52.6K.
  • Great Valley Advisor Group first reported a position in Chimera Investment in Q4 2018 and held it in 21 quarters.
  • Great Valley Advisor Group's Chimera Investment position peaked at $528K in Q1 2022.
  • 181 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2024.

Based on Great Valley Advisor Group's 13F filing for Q2 2024, filed 16 Jul 2024.