KA
CIM

Kovack Advisors’s Chimera Investment CIM Stock Holding History

Kovack 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
-6,858
Closed -$107K – 586
2022
Q3 		$107K Sell
6,858
-6,252
-48% -$163K 0.02% 538
2022
Q2 		$347K Sell
13,110
-603
-4% -$17.9K 0.05% 407
2022
Q1 		$495K Buy
13,713
+541
+4% +$21.5K 0.05% 388
2021
Q4 		$596K Buy
13,172
+326
+3% +$15.4K 0.06% 347
2021
Q3 		$572K Buy
12,846
+325
+3% +$14.6K 0.06% 342
2021
Q2 		$566K Buy
12,521
+115
+0.9% +$4.78K 0.06% 323
2021
Q1 		$473K Buy
12,406
+882
+8% +$30.1K 0.06% 323
2020
Q4 		$354K Sell
11,524
-176
-2% -$5.1K 0.05% 352
2020
Q3 		$288K Buy
11,700
+2
+0% +$53 0.05% 338
2020
Q2 		$337K Buy
11,698
+61
+0.5% +$1.57K 0.07% 293
2020
Q1 		$318K Buy
11,637
+2,356
+25% +$134K 0.07% 274
2019
Q4 		$572K Buy
+9,281
New +$566K 0.1% 225
2018
Q3 		– Sell
-3,446
Closed -$189K – 480
2018
Q2 		$189K Hold
3,446
– – 0.05% 371
2018
Q1 		$180K Hold
3,446
– – 0.05% 439
2017
Q4 		$191K Buy
3,446
+26
+0.8% +$1.46K 0.05% 417
2017
Q3 		$194K Hold
3,420
– – 0.06% 316
2017
Q2 		$191K Sell
3,420
-3,881
-53% -$225K 0.06% 342
2017
Q1 		$442K Buy
7,301
+2,796
+62% +$156K 0.17% 136
2016
Q4 		$230K Buy
+4,505
New +$221K 0.11% 205
2016
Q2 		– Sell
-3,813
Closed -$155K – 271
2016
Q1 		$155K Buy
3,813
+15
+0.4% +$583 0.1% 211
2015
Q4 		$155K Buy
3,798
+31
+0.8% +$1.3K 0.1% 196
2015
Q3 		$151K Buy
+3,767
New +$159K 0.11% 184
2015
Q1 		– Sell
-841
Closed -$40K – 192
2014
Q4 		$40K Buy
841
+54
+7% +$2.61K 0.04% 145
2014
Q3 		$36K Buy
+787
New +$37.9K 0.05% 105

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

Kovack Advisors's CIM Position: Q4 2022 in Review

Kovack Advisors sold out of Chimera Investment (CIM) in Q4 2022, closing a stake of 6,858 shares — an estimated $107K sold.

Kovack Advisors first reported a position in CIM in Q3 2014 and held it in 24 quarters. The position peaked at $596K in Q4 2021. 243 funds tracked by Wall St. Rank hold CIM as of Q4 2022.

  • Kovack Advisors reported no remaining Chimera Investment position as of Q4 2022 after selling out during the quarter.
  • Kovack Advisors sold 6,858 Chimera Investment shares in Q4 2022, an estimated $107K.
  • Kovack Advisors first reported a position in Chimera Investment in Q3 2014 and held it in 24 quarters.
  • Kovack Advisors's Chimera Investment position peaked at $596K in Q4 2021.
  • 243 funds tracked by Wall St. Rank held Chimera Investment as of Q4 2022.

Based on Kovack Advisors's 13F filing for Q4 2022, filed 22 Feb 2023.