PWPS
CIM

Pinnacle Wealth Planning Services’s Chimera Investment CIM Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-184
Closed -$6K – 655
2020
Q4 		$6K Buy
+184
New +$5.33K ﹤0.01% 1579

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
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Pinnacle Wealth Planning Services's CIM Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Chimera Investment (CIM) in Q1 2021, closing a stake of 184 shares — an estimated $6K sold.

Pinnacle Wealth Planning Services first reported a position in CIM in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 256 funds tracked by Wall St. Rank hold CIM as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Chimera Investment position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 184 Chimera Investment shares in Q1 2021, an estimated $6K.
  • Pinnacle Wealth Planning Services first reported a position in Chimera Investment in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Chimera Investment position peaked at $6K in Q4 2020.
  • 256 funds tracked by Wall St. Rank held Chimera Investment as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.