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IAG Wealth Partners’s CION Investment CION Stock Holding History

IAG Wealth 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
2024
Q1 		– Sell
-149
Closed -$1.69K – 450
2023
Q4 		$1.69K Sell
149
-2,427
-94% -$25.8K ﹤0.01% 390
2023
Q3 		$27.2K Buy
2,576
+2,427
+1,629% +$26.3K 0.01% 198
2023
Q2 		$1.55K Sell
149
-730
-83% -$7.2K ﹤0.01% 409
2023
Q1 		$8.68K Sell
879
-2,517
-74% -$26.4K ﹤0.01% 324
2022
Q4 		$33.1K Buy
3,396
+1,575
+86% +$15.3K 0.01% 168
2022
Q3 		$15K Sell
1,821
-1,528
-46% -$14.3K 0.01% 230
2022
Q2 		$29K Buy
+3,349
New +$36K 0.01% 169
2022
Q1 		– Sell
-5,195
Closed -$68K – 446
2021
Q4 		$68K Buy
+5,195
New +$67K 0.02% 112

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

IAG Wealth Partners's CION Position: Q1 2024 in Review

IAG Wealth Partners sold out of CION Investment (CION) in Q1 2024, closing a stake of 149 shares — an estimated $1.69K sold.

IAG Wealth Partners first reported a position in CION in Q4 2021 and held it in 8 quarters. The position peaked at $68K in Q4 2021. 174 funds tracked by Wall St. Rank hold CION as of Q1 2024.

  • IAG Wealth Partners reported no remaining CION Investment position as of Q1 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 149 CION Investment shares in Q1 2024, an estimated $1.69K.
  • IAG Wealth Partners first reported a position in CION Investment in Q4 2021 and held it in 8 quarters.
  • IAG Wealth Partners's CION Investment position peaked at $68K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held CION Investment as of Q1 2024.

Based on IAG Wealth Partners's 13F filing for Q1 2024, filed 24 Apr 2024.