ZRP
CIM

Zynergy Retirement Planning’s Chimera Investment CIM Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-6
Closed -$84 – 41
2025
Q1 		$84 Sell
6
-77
-93% -$1.08K ﹤0.01% 114
2024
Q4 		$1.31K Hold
83
– – ﹤0.01% 99
2024
Q3 		$1.31K Hold
83
– – ﹤0.01% 99
2024
Q2 		$1.06K Buy
+83
New +$1.05K ﹤0.01% 114

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Zynergy Retirement Planning's CIM Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Chimera Investment (CIM) in Q2 2025, closing a stake of 6 shares — an estimated $84 sold.

Zynergy Retirement Planning first reported a position in CIM in Q2 2024 and held it in 4 quarters. The position peaked at $1.31K in Q4 2024. 206 funds tracked by Wall St. Rank hold CIM as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Chimera Investment position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 6 Chimera Investment shares in Q2 2025, an estimated $84.
  • Zynergy Retirement Planning first reported a position in Chimera Investment in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Chimera Investment position peaked at $1.31K in Q4 2024.
  • 206 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.