WWMSC
CIM

Wagner Wealth Management (South Carolina)’s Chimera Investment CIM Stock Holding History

Wagner Wealth Management (South Carolina)’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
-333
Closed -$5K – 316
2022
Q3 		$5K Hold
333
– – ﹤0.01% 509
2022
Q2 		$9K Buy
+333
New +$9.88K 0.01% 449
2018
Q2 		– Sell
-133
Closed -$7K – 679
2018
Q1 		$7K Hold
133
– – 0.01% 398
2017
Q4 		$7K Buy
+133
New +$7.45K 0.01% 457

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
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

Wagner Wealth Management (South Carolina)'s CIM Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Chimera Investment (CIM) in Q4 2022, closing a stake of 333 shares — an estimated $5K sold.

Wagner Wealth Management (South Carolina) first reported a position in CIM in Q4 2017 and held it in 4 quarters. The position peaked at $9K in Q2 2022. 243 funds tracked by Wall St. Rank hold CIM as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Chimera Investment position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 333 Chimera Investment shares in Q4 2022, an estimated $5K.
  • Wagner Wealth Management (South Carolina) first reported a position in Chimera Investment in Q4 2017 and held it in 4 quarters.
  • Wagner Wealth Management (South Carolina)'s Chimera Investment position peaked at $9K in Q2 2022.
  • 243 funds tracked by Wall St. Rank held Chimera Investment as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.