LWA
CIM

Lenox Wealth Advisors’s Chimera Investment CIM Stock Holding History

Lenox Wealth 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
Q1 		– Sell
-19
Closed -$1K – 801
2021
Q4 		$1K Buy
+19
New +$898 ﹤0.01% 818
2020
Q1 		– Sell
-360
Closed -$22K – 786
2019
Q4 		$22K Buy
+360
New +$22K ﹤0.01% 318
2018
Q3 		– Sell
-20
Closed -$1K – 430
2018
Q2 		$1K Buy
+20
New +$1.08K ﹤0.01% 505

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
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.03B AUM 32.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lenox Wealth Advisors's CIM Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Chimera Investment (CIM) in Q1 2022, closing a stake of 19 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in CIM in Q2 2018 and held it in 3 quarters. The position peaked at $22K in Q4 2019. 278 funds tracked by Wall St. Rank hold CIM as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Chimera Investment position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 19 Chimera Investment shares in Q1 2022, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Chimera Investment in Q2 2018 and held it in 3 quarters.
  • Lenox Wealth Advisors's Chimera Investment position peaked at $22K in Q4 2019.
  • 278 funds tracked by Wall St. Rank held Chimera Investment as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.