Liberty Wealth Management’s Chimera Investment CIM Stock Holding History

Liberty Wealth Management’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 Q4	–	Sell	-87	Closed	-$4K	–	322
2021 Q3	$4K	Hold	87	–	–	﹤0.01%	965
2021 Q2	$4K	Hold	87	–	–	﹤0.01%	821
2021 Q1	$2K	Hold	87	–	–	﹤0.01%	801
2020 Q4	$2K	Hold	87	–	–	﹤0.01%	798
2020 Q3	$2K	Hold	87	–	–	﹤0.01%	752
2020 Q2	$2K	Hold	87	–	–	﹤0.01%	732
2020 Q1	$2K	Buy	87 +33	+61%	+$1.87K	﹤0.01%	723
2019 Q4	$3K	Hold	54	–	–	﹤0.01%	722
2019 Q3	$3K	Hold	54	–	–	﹤0.01%	699
2019 Q2	$3K	Hold	54	–	–	﹤0.01%	716
2019 Q1	$3K	Hold	54	–	–	﹤0.01%	582
2018 Q4	$2K	Buy	+54	New	+$2.95K	﹤0.01%	669

Other funds holding CIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Liberty Wealth Management's CIM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Chimera Investment (CIM) in Q4 2021, closing a stake of 87 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in CIM in Q4 2018 and held it in 12 quarters. The position peaked at $4K in Q3 2021. 287 funds tracked by Wall St. Rank hold CIM as of Q4 2021.

Liberty Wealth Management reported no remaining Chimera Investment position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 87 Chimera Investment shares in Q4 2021, an estimated $4K.
Liberty Wealth Management first reported a position in Chimera Investment in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Chimera Investment position peaked at $4K in Q3 2021.
287 funds tracked by Wall St. Rank held Chimera Investment as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.