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Creative Financial Designs’s CION Investment CION Stock Holding History

Creative Financial Designs’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
Q1 		– Sell
-5,000
Closed -$56.5K – 1678
2023
Q4 		$56.5K Hold
5,000
– – 0.01% 652
2023
Q3 		$52.9K Hold
5,000
– – 0.01% 621
2023
Q2 		$51.9K Buy
+5,000
New +$49.3K 0.01% 629

Other funds holding CION

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Financial Designs's CION Position: Q1 2024 in Review

Creative Financial Designs sold out of CION Investment (CION) in Q1 2024, closing a stake of 5,000 shares — an estimated $56.5K sold.

Creative Financial Designs first reported a position in CION in Q2 2023 and held it in 3 quarters. The position peaked at $56.5K in Q4 2023. 174 funds tracked by Wall St. Rank hold CION as of Q1 2024.

  • Creative Financial Designs reported no remaining CION Investment position as of Q1 2024 after selling out during the quarter.
  • Creative Financial Designs sold 5,000 CION Investment shares in Q1 2024, an estimated $56.5K.
  • Creative Financial Designs first reported a position in CION Investment in Q2 2023 and held it in 3 quarters.
  • Creative Financial Designs's CION Investment position peaked at $56.5K in Q4 2023.
  • 174 funds tracked by Wall St. Rank held CION Investment as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.