Prestige Wealth Management Group’s Chimera Investment CIM Stock Holding History

Prestige Wealth Management Group’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 Q3	–	Sell	-132	Closed	-$2.36K	–	1056
2023 Q2	$2.36K	Buy	132 +5	+4%	+$80	﹤0.01%	734
2023 Q1	$2.24K	Buy	127 +4	+3%	+$77	﹤0.01%	725
2022 Q4	$2.12K	Buy	123 +4	+3%	+$75	﹤0.01%	820
2022 Q3	$2K	Buy	119 +4	+3%	+$104	﹤0.01%	718
2022 Q2	$3K	Buy	115 +3	+3%	+$89	﹤0.01%	673
2022 Q1	$4K	Buy	112 +3	+3%	+$119	﹤0.01%	655
2021 Q4	$5K	Buy	109 +2	+2%	+$95	﹤0.01%	624
2021 Q3	$5K	Buy	107 +2	+2%	+$90	﹤0.01%	624
2021 Q2	$5K	Buy	105 +3	+3%	+$125	﹤0.01%	611
2021 Q1	$4K	Hold	102	–	–	﹤0.01%	651
2020 Q4	$3K	Hold	102	–	–	﹤0.01%	674
2020 Q3	$3K	Hold	102	–	–	﹤0.01%	611
2020 Q2	$3K	Hold	102	–	–	﹤0.01%	592
2020 Q1	$3K	Buy	+102	New	+$5.79K	﹤0.01%	564

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 $3.38T AUM 44.17% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Prestige Wealth Management Group's CIM Position: Q3 2023 in Review

Prestige Wealth Management Group sold out of Chimera Investment (CIM) in Q3 2023, closing a stake of 132 shares — an estimated $2.36K sold.

Prestige Wealth Management Group first reported a position in CIM in Q1 2020 and held it in 14 quarters. The position peaked at $5K in Q4 2021. 242 funds tracked by Wall St. Rank hold CIM as of Q3 2023.

Prestige Wealth Management Group reported no remaining Chimera Investment position as of Q3 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 132 Chimera Investment shares in Q3 2023, an estimated $2.36K.
Prestige Wealth Management Group first reported a position in Chimera Investment in Q1 2020 and held it in 14 quarters.
Prestige Wealth Management Group's Chimera Investment position peaked at $5K in Q4 2021.
242 funds tracked by Wall St. Rank held Chimera Investment as of Q3 2023.

Based on Prestige Wealth Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.