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American Portfolios Advisors’s CION Investment CION Stock Holding History

American Portfolios Advisors’s Portfolio CION Stock Details CION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$395K Buy
46,502
+17,241
+59% +$162K 0.02% 735
2022
Q2 		$255K Buy
29,261
+13,491
+86% +$145K 0.01% 941
2022
Q1 		$233K Buy
15,770
+1,683
+12% +$21.8K 0.01% 1084
2021
Q4 		$184K Buy
+14,087
New +$182K 0.01% 1200

Other funds holding CION

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

American Portfolios Advisors's CION Position: Q3 2022 in Review

American Portfolios Advisors increased its CION Investment (CION) stake by 59% in Q3 2022, buying an estimated $162K and bringing the position to 46,502 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #735.

American Portfolios Advisors first reported a position in CION in Q4 2021 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold CION as of Q3 2022.

  • American Portfolios Advisors held 46,502 shares of CION Investment worth $395K as of Q3 2022.
  • American Portfolios Advisors bought 17,241 CION Investment shares in Q3 2022, an estimated $162K.
  • CION Investment made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #735 holding.
  • American Portfolios Advisors first reported a position in CION Investment in Q4 2021 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held CION Investment as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.