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RKL Wealth Management’s Chimera Investment CIM Stock Holding History

RKL 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
2024
Q2 		– Sell
-17,000
Closed -$235K – 147
2024
Q1 		$235K Hold
17,000
– – 0.02% 141
2023
Q4 		$254K Buy
+17,000
New +$257K 0.03% 133

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RKL Wealth Management's CIM Position: Q2 2024 in Review

RKL Wealth Management sold out of Chimera Investment (CIM) in Q2 2024, closing a stake of 17,000 shares — an estimated $235K sold.

RKL Wealth Management first reported a position in CIM in Q4 2023 and held it in 2 quarters. The position peaked at $254K in Q4 2023. 181 funds tracked by Wall St. Rank hold CIM as of Q2 2024.

  • RKL Wealth Management reported no remaining Chimera Investment position as of Q2 2024 after selling out during the quarter.
  • RKL Wealth Management sold 17,000 Chimera Investment shares in Q2 2024, an estimated $235K.
  • RKL Wealth Management first reported a position in Chimera Investment in Q4 2023 and held it in 2 quarters.
  • RKL Wealth Management's Chimera Investment position peaked at $254K in Q4 2023.
  • 181 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2024.

Based on RKL Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.