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Ausdal Financial Partners’s CION Investment CION Stock Holding History

Ausdal Financial Partners’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
2023
Q2 		– Sell
-10,690
Closed -$106K – 437
2023
Q1 		$106K Hold
10,690
– – 0.01% 432
2022
Q4 		$104K Hold
10,690
– – 0.02% 430
2022
Q3 		$91K Buy
+10,690
New +$100K 0.01% 425

Other funds holding CION

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Ausdal Financial Partners's CION Position: Q2 2023 in Review

Ausdal Financial Partners sold out of CION Investment (CION) in Q2 2023, closing a stake of 10,690 shares — an estimated $106K sold.

Ausdal Financial Partners first reported a position in CION in Q3 2022 and held it in 3 quarters. The position peaked at $106K in Q1 2023. 169 funds tracked by Wall St. Rank hold CION as of Q2 2023.

  • Ausdal Financial Partners reported no remaining CION Investment position as of Q2 2023 after selling out during the quarter.
  • Ausdal Financial Partners sold 10,690 CION Investment shares in Q2 2023, an estimated $106K.
  • Ausdal Financial Partners first reported a position in CION Investment in Q3 2022 and held it in 3 quarters.
  • Ausdal Financial Partners's CION Investment position peaked at $106K in Q1 2023.
  • 169 funds tracked by Wall St. Rank held CION Investment as of Q2 2023.

Based on Ausdal Financial Partners's 13F filing for Q2 2023, filed 31 Jul 2023.