WAM
CIM

Worth Asset Management’s Chimera Investment CIM Stock Holding History

Worth Asset 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
2023
Q1 		– Sell
-1,536
Closed -$25.3K – 488
2022
Q4 		$25.3K Buy
1,536
+239
+18% +$4.46K 0.02% 243
2022
Q3 		$20K Buy
1,297
+230
+22% +$5.99K 0.01% 221
2022
Q2 		$28K Hold
1,067
– – 0.02% 260
2022
Q1 		$30K Buy
+1,067
New +$42.5K 0.02% 262

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Worth Asset Management's CIM Position: Q1 2023 in Review

Worth Asset Management sold out of Chimera Investment (CIM) in Q1 2023, closing a stake of 1,536 shares — an estimated $25.3K sold.

Worth Asset Management first reported a position in CIM in Q1 2022 and held it in 4 quarters. The position peaked at $30K in Q1 2022. 242 funds tracked by Wall St. Rank hold CIM as of Q1 2023.

  • Worth Asset Management reported no remaining Chimera Investment position as of Q1 2023 after selling out during the quarter.
  • Worth Asset Management sold 1,536 Chimera Investment shares in Q1 2023, an estimated $25.3K.
  • Worth Asset Management first reported a position in Chimera Investment in Q1 2022 and held it in 4 quarters.
  • Worth Asset Management's Chimera Investment position peaked at $30K in Q1 2022.
  • 242 funds tracked by Wall St. Rank held Chimera Investment as of Q1 2023.

Based on Worth Asset Management's 13F filing for Q1 2023, filed 12 Apr 2023.