LWPC
CIM

Legacy Wealth Partners (California)’s Chimera Investment CIM Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		$229K Sell
5,066
-121
-2% -$5.03K 0.13% 84
2021
Q1 		$198K Sell
5,187
-1,240
-19% -$42.4K 0.12% 84
2020
Q4 		$198K Buy
6,427
+49
+0.8% +$1.42K 0.12% 91
2020
Q3 		$157K Sell
6,378
-2,045
-24% -$54.5K 0.11% 87
2020
Q2 		$243K Sell
8,423
-484
-5% -$12.4K 0.18% 86
2020
Q1 		$243K Sell
8,907
-149
-2% -$8.46K 0.23% 72
2019
Q4 		$580K Buy
+9,056
New +$552K 0.42% 57

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Wealth Partners (California)'s CIM Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Chimera Investment (CIM) stake by 2.3% in Q2 2021, selling an estimated $5.03K and leaving 5,066 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #84.

Legacy Wealth Partners (California) first reported a position in CIM in Q4 2019 and has held it in 7 quarters since. The position peaked at $580K in Q4 2019. 255 funds tracked by Wall St. Rank hold CIM as of Q2 2021.

  • Legacy Wealth Partners (California) held 5,066 shares of Chimera Investment worth $229K as of Q2 2021.
  • Legacy Wealth Partners (California) sold 121 Chimera Investment shares in Q2 2021, an estimated $5.03K.
  • Chimera Investment made up 0.13% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #84 holding.
  • Legacy Wealth Partners (California) first reported a position in Chimera Investment in Q4 2019 and has held it in 7 quarters since.
  • Legacy Wealth Partners (California)'s Chimera Investment position peaked at $580K in Q4 2019.
  • 255 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.