MinichMacGregor Wealth Management’s Chimera Investment CIM Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-50	Closed	-$825	–	187
2022 Q4	$825	Buy	+50	New	+$932	﹤0.01%	644
2018 Q4	–	Sell	-143	Closed	-$7K	–	170
2018 Q3	$7K	Hold	143	–	–	﹤0.01%	350
2018 Q2	$7K	Hold	143	–	–	0.01%	346
2018 Q1	$7K	Hold	143	–	–	0.01%	342
2017 Q4	$7K	Hold	143	–	–	0.01%	338
2017 Q3	$8K	Hold	143	–	–	0.01%	304
2017 Q2	$7K	Hold	143	–	–	0.01%	311
2017 Q1	$8K	Hold	143	–	–	0.01%	302
2016 Q4	$7K	Hold	143	–	–	0.01%	306
2016 Q3	$6K	Hold	143	–	–	0.01%	322
2016 Q2	$6K	Hold	143	–	–	0.01%	311
2016 Q1	$5K	Hold	143	–	–	﹤0.01%	308
2015 Q4	$6K	Buy	+143	New	+$6K	0.01%	277

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

MinichMacGregor Wealth Management's CIM Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Chimera Investment (CIM) in Q1 2023, closing a stake of 50 shares — an estimated $825 sold.

MinichMacGregor Wealth Management first reported a position in CIM in Q4 2015 and held it in 13 quarters. The position peaked at $8K in Q3 2017. 242 funds tracked by Wall St. Rank hold CIM as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Chimera Investment position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 50 Chimera Investment shares in Q1 2023, an estimated $825.
MinichMacGregor Wealth Management first reported a position in Chimera Investment in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Chimera Investment position peaked at $8K in Q3 2017.
242 funds tracked by Wall St. Rank held Chimera Investment as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.