IAA
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Independent Advisor Alliance’s Chimera Investment CIM Stock Holding History

Independent Advisor Alliance’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
-5,267
Closed -$72.8K – 712
2024
Q1 		$72.8K Sell
5,267
-4,036
-43% -$56.2K ﹤0.01% 682
2023
Q4 		$139K Sell
9,303
-1,569
-14% -$23.7K 0.01% 648
2023
Q3 		$178K Buy
10,872
+107
+1% +$1.88K 0.01% 616
2023
Q2 		$186K Buy
10,765
+153
+1% +$2.44K 0.01% 630
2023
Q1 		$180K Sell
10,612
-3,219
-23% -$61.6K 0.01% 624
2022
Q4 		$228 Sell
13,831
-2,550
-16% -$47.5K ﹤0.01% 376
2022
Q3 		$257K Buy
16,381
+109
+0.7% +$2.84K 0.02% 524
2022
Q2 		$431K Sell
16,272
-17,012
-51% -$505K 0.02% 407
2022
Q1 		$1.2M Sell
33,284
-8,008
-19% -$319K 0.06% 251
2021
Q4 		$1.87M Sell
41,292
-1,222
-3% -$57.8K 0.09% 170
2021
Q3 		$1.89M Sell
42,514
-6,207
-13% -$279K 0.11% 163
2021
Q2 		$2.2M Buy
48,721
+2,312
+5% +$96.2K 0.12% 161
2021
Q1 		$1.77M Buy
46,409
+1,438
+3% +$49.1K 0.1% 171
2020
Q4 		$1.38M Sell
44,971
-2,567
-5% -$74.3K 0.09% 163
2020
Q3 		$1.17M Buy
47,538
+22,142
+87% +$590K 0.09% 164
2020
Q2 		$732K Buy
25,396
+21,989
+645% +$565K 0.08% 204
2020
Q1 		$93K Buy
+3,407
New +$193K 0.01% 392

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

Independent Advisor Alliance's CIM Position: Q2 2024 in Review

Independent Advisor Alliance sold out of Chimera Investment (CIM) in Q2 2024, closing a stake of 5,267 shares — an estimated $72.8K sold.

Independent Advisor Alliance first reported a position in CIM in Q1 2020 and held it in 17 quarters. The position peaked at $2.2M in Q2 2021. 181 funds tracked by Wall St. Rank hold CIM as of Q2 2024.

  • Independent Advisor Alliance reported no remaining Chimera Investment position as of Q2 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,267 Chimera Investment shares in Q2 2024, an estimated $72.8K.
  • Independent Advisor Alliance first reported a position in Chimera Investment in Q1 2020 and held it in 17 quarters.
  • Independent Advisor Alliance's Chimera Investment position peaked at $2.2M in Q2 2021.
  • 181 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2024.

Based on Independent Advisor Alliance's 13F filing for Q2 2024, filed 12 Aug 2024.