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Valeo Financial Advisors’s Chimera Investment CIM Stock Holding History

Valeo Financial 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
Q2 		– Sell
-19,022
Closed -$322K – 620
2023
Q1 		$322K Buy
+19,022
New +$364K 0.02% 424
2022
Q4 		– Sell
-19,022
Closed -$298K – 569
2022
Q3 		$298K Buy
+19,022
New +$495K 0.02% 344

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Valeo Financial Advisors's CIM Position: Q2 2023 in Review

Valeo Financial Advisors sold out of Chimera Investment (CIM) in Q2 2023, closing a stake of 19,022 shares — an estimated $322K sold.

Valeo Financial Advisors first reported a position in CIM in Q3 2022 and held it in 2 quarters. The position peaked at $322K in Q1 2023. 235 funds tracked by Wall St. Rank hold CIM as of Q2 2023.

  • Valeo Financial Advisors reported no remaining Chimera Investment position as of Q2 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 19,022 Chimera Investment shares in Q2 2023, an estimated $322K.
  • Valeo Financial Advisors first reported a position in Chimera Investment in Q3 2022 and held it in 2 quarters.
  • Valeo Financial Advisors's Chimera Investment position peaked at $322K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2023.

Based on Valeo Financial Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.