SWM
CIM

Selective Wealth Management’s Chimera Investment CIM Stock Holding History

Selective 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
2022
Q4 		– Sell
-67
Closed -$1K – 215
2022
Q3 		$1K Sell
67
-466
-87% -$12.1K ﹤0.01% 705
2022
Q2 		$14K Buy
533
+466
+696% +$13.8K 0.01% 516
2022
Q1 		$2K Hold
67
– – ﹤0.01% 656
2021
Q4 		$3K Buy
+67
New +$3.17K ﹤0.01% 577
2021
Q3 		– Sell
-67
Closed -$3K – 592
2021
Q2 		$3K Hold
67
– – ﹤0.01% 435
2021
Q1 		$3K Hold
67
– – ﹤0.01% 337
2020
Q4 		$2K Hold
67
– – ﹤0.01% 332
2020
Q3 		$2K Hold
67
– – ﹤0.01% 281
2020
Q2 		$2K Hold
67
– – ﹤0.01% 371
2020
Q1 		$2K Hold
67
– – ﹤0.01% 273
2019
Q4 		$4K Hold
67
– – ﹤0.01% 237
2019
Q3 		$4K Buy
+67
New +$3.9K 0.01% 235
2018
Q3 		$4K Buy
+67
New +$3.77K 0.05% 122

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
LI
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Selective Wealth Management's CIM Position: Q4 2022 in Review

Selective Wealth Management sold out of Chimera Investment (CIM) in Q4 2022, closing a stake of 67 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in CIM in Q3 2018 and held it in 13 quarters. The position peaked at $14K in Q2 2022. 243 funds tracked by Wall St. Rank hold CIM as of Q4 2022.

  • Selective Wealth Management reported no remaining Chimera Investment position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 67 Chimera Investment shares in Q4 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in Chimera Investment in Q3 2018 and held it in 13 quarters.
  • Selective Wealth Management's Chimera Investment position peaked at $14K in Q2 2022.
  • 243 funds tracked by Wall St. Rank held Chimera Investment as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.