WP
CIM

WealthPLAN Partners’s Chimera Investment CIM Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-1,550
Closed -$26.8K – 447
2023
Q2 		$26.8K Buy
+1,550
New +$24.7K ﹤0.01% 626

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
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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

WealthPLAN Partners's CIM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Chimera Investment (CIM) in Q3 2023, closing a stake of 1,550 shares — an estimated $26.8K sold.

WealthPLAN Partners first reported a position in CIM in Q2 2023 and held it in 1 quarter. The position peaked at $26.8K in Q2 2023. 242 funds tracked by Wall St. Rank hold CIM as of Q3 2023.

  • WealthPLAN Partners reported no remaining Chimera Investment position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,550 Chimera Investment shares in Q3 2023, an estimated $26.8K.
  • WealthPLAN Partners first reported a position in Chimera Investment in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Chimera Investment position peaked at $26.8K in Q2 2023.
  • 242 funds tracked by Wall St. Rank held Chimera Investment as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.