AFG
CION icon

Atomi Financial Group’s CION Investment CION Stock Holding History

Atomi Financial Group’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
2024
Q2 		– Sell
-14,761
Closed -$162K – 802
2024
Q1 		$162K Buy
14,761
+1,166
+9% +$12.9K 0.02% 695
2023
Q4 		$154K Sell
13,595
-7,974
-37% -$84.8K 0.02% 565
2023
Q3 		$228K Buy
21,569
+3,344
+18% +$36.2K 0.08% 298
2023
Q2 		$189K Buy
+18,225
New +$180K 0.09% 256

Other funds holding CION

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Atomi Financial Group's CION Position: Q2 2024 in Review

Atomi Financial Group sold out of CION Investment (CION) in Q2 2024, closing a stake of 14,761 shares — an estimated $162K sold.

Atomi Financial Group first reported a position in CION in Q2 2023 and held it in 4 quarters. The position peaked at $228K in Q3 2023. 178 funds tracked by Wall St. Rank hold CION as of Q2 2024.

  • Atomi Financial Group reported no remaining CION Investment position as of Q2 2024 after selling out during the quarter.
  • Atomi Financial Group sold 14,761 CION Investment shares in Q2 2024, an estimated $162K.
  • Atomi Financial Group first reported a position in CION Investment in Q2 2023 and held it in 4 quarters.
  • Atomi Financial Group's CION Investment position peaked at $228K in Q3 2023.
  • 178 funds tracked by Wall St. Rank held CION Investment as of Q2 2024.

Based on Atomi Financial Group's 13F filing for Q2 2024, filed 26 Jul 2024.