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 $5.72T AUM 30.48% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.03B AUM 32.21% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return