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Heirloom Wealth Management’s CION Investment CION Stock Holding History

Heirloom Wealth Management’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
Q2 		$152K Buy
16,275
+1,726
+12% +$18.5K 0.12% 31
2022
Q1 		$151K Buy
+14,549
New +$188K 0.11% 29

Other funds holding CION

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 2.55% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Heirloom Wealth Management's CION Position: Q2 2022 in Review

Heirloom Wealth Management increased its CION Investment (CION) stake by 12% in Q2 2022, buying an estimated $18.5K and bringing the position to 16,275 shares worth $152K. The position accounts for 0.12% of the portfolio, ranked #31.

Heirloom Wealth Management first reported a position in CION in Q1 2022 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold CION as of Q2 2022.

  • Heirloom Wealth Management held 16,275 shares of CION Investment worth $152K as of Q2 2022.
  • Heirloom Wealth Management bought 1,726 CION Investment shares in Q2 2022, an estimated $18.5K.
  • CION Investment made up 0.12% of Heirloom Wealth Management's portfolio in Q2 2022, its #31 holding.
  • Heirloom Wealth Management first reported a position in CION Investment in Q1 2022 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held CION Investment as of Q2 2022.

Based on Heirloom Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.