JWCA
CIM

J.W. Cole Advisors’s Chimera Investment CIM Stock Holding History

J.W. Cole 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
2022
Q4 		– Sell
-3,633
Closed -$57K – 747
2022
Q3 		$57K Buy
3,633
+119
+3% +$3.1K ﹤0.01% 707
2022
Q2 		$93K Buy
3,514
+56
+2% +$1.66K 0.01% 706
2022
Q1 		$125K Sell
3,458
-21
-0.6% -$836 0.01% 775
2021
Q4 		$157K Sell
3,479
-202
-5% -$9.55K 0.01% 798
2021
Q3 		$164K Sell
3,681
-121
-3% -$5.43K 0.01% 456
2021
Q2 		$172K Buy
3,802
+65
+2% +$2.7K 0.01% 711
2021
Q1 		$142K Buy
3,737
+251
+7% +$8.57K 0.01% 646
2020
Q4 		$107K Sell
3,486
-887
-20% -$25.7K 0.01% 616
2020
Q3 		$108K Buy
4,373
+808
+23% +$21.5K 0.01% 729
2020
Q2 		$103K Buy
+3,565
New +$91.6K 0.02% 289
2020
Q1 		– Sell
-3,634
Closed -$224K – 164
2019
Q4 		$224K Buy
+3,634
New +$222K 0.03% 497

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
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
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

J.W. Cole Advisors's CIM Position: Q4 2022 in Review

J.W. Cole Advisors sold out of Chimera Investment (CIM) in Q4 2022, closing a stake of 3,633 shares — an estimated $57K sold.

J.W. Cole Advisors first reported a position in CIM in Q4 2019 and held it in 11 quarters. The position peaked at $224K in Q4 2019. 243 funds tracked by Wall St. Rank hold CIM as of Q4 2022.

  • J.W. Cole Advisors reported no remaining Chimera Investment position as of Q4 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 3,633 Chimera Investment shares in Q4 2022, an estimated $57K.
  • J.W. Cole Advisors first reported a position in Chimera Investment in Q4 2019 and held it in 11 quarters.
  • J.W. Cole Advisors's Chimera Investment position peaked at $224K in Q4 2019.
  • 243 funds tracked by Wall St. Rank held Chimera Investment as of Q4 2022.

Based on J.W. Cole Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.