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Heritage Wealth Management (Arizona)’s CION Investment CION Stock Holding History

Heritage Wealth Management (Arizona)’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 		– Sell
-903
Closed -$7.86K – 1024
2022
Q2 		$7.86K Buy
903
+452
+100% +$4.86K ﹤0.01% 703
2022
Q1 		$7K Buy
+451
New +$5.84K ﹤0.01% 749

Other funds holding CION

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CION Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of CION Investment (CION) in Q3 2022, closing a stake of 903 shares — an estimated $7.86K sold.

Heritage Wealth Management (Arizona) first reported a position in CION in Q1 2022 and held it in 2 quarters. The position peaked at $7.86K in Q2 2022. 160 funds tracked by Wall St. Rank hold CION as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining CION Investment position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 903 CION Investment shares in Q3 2022, an estimated $7.86K.
  • Heritage Wealth Management (Arizona) first reported a position in CION Investment in Q1 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s CION Investment position peaked at $7.86K in Q2 2022.
  • 160 funds tracked by Wall St. Rank held CION Investment as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.