PIWA
CIM

Prevail Innovative Wealth Advisors’s Chimera Investment CIM Stock Holding History

Prevail Innovative 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
2023
Q4 		– Sell
-3,931
Closed -$64.4K – 141
2023
Q3 		$64.4K Hold
3,931
– – 0.03% 118
2023
Q2 		$68K Buy
+3,931
New +$62.6K 0.04% 107

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 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

Prevail Innovative Wealth Advisors's CIM Position: Q4 2023 in Review

Prevail Innovative Wealth Advisors sold out of Chimera Investment (CIM) in Q4 2023, closing a stake of 3,931 shares — an estimated $64.4K sold.

Prevail Innovative Wealth Advisors first reported a position in CIM in Q2 2023 and held it in 2 quarters. The position peaked at $68K in Q2 2023. 258 funds tracked by Wall St. Rank hold CIM as of Q4 2023.

  • Prevail Innovative Wealth Advisors reported no remaining Chimera Investment position as of Q4 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 3,931 Chimera Investment shares in Q4 2023, an estimated $64.4K.
  • Prevail Innovative Wealth Advisors first reported a position in Chimera Investment in Q2 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Chimera Investment position peaked at $68K in Q2 2023.
  • 258 funds tracked by Wall St. Rank held Chimera Investment as of Q4 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.