IP
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Ignite Planners’s CION Investment CION Stock Holding History

Ignite Planners’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
Q3 		– Sell
-14,885
Closed -$182K – 308
2024
Q2 		$182K Sell
14,885
-1,332
-8% -$15.7K 0.04% 281
2024
Q1 		$180K Sell
16,217
-2,212
-12% -$24.4K 0.05% 274
2023
Q4 		$205K Sell
18,429
-2,563
-12% -$27.2K 0.06% 267
2023
Q3 		$214K Buy
+20,992
New +$227K 0.07% 290
2023
Q2 		– Sell
-10,869
Closed -$107K – 259
2023
Q1 		$107K Hold
10,869
– – 0.04% 249
2022
Q4 		$121K Sell
10,869
-957
-8% -$9.29K 0.05% 245
2022
Q3 		$100K Sell
11,826
-1,214
-9% -$11.4K 0.08% 166
2022
Q2 		$115K Buy
+13,040
New +$140K 0.09% 160

Other funds holding CION

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ignite Planners's CION Position: Q3 2024 in Review

Ignite Planners sold out of CION Investment (CION) in Q3 2024, closing a stake of 14,885 shares — an estimated $182K sold.

Ignite Planners first reported a position in CION in Q2 2022 and held it in 8 quarters. The position peaked at $214K in Q3 2023. 175 funds tracked by Wall St. Rank hold CION as of Q3 2024.

  • Ignite Planners reported no remaining CION Investment position as of Q3 2024 after selling out during the quarter.
  • Ignite Planners sold 14,885 CION Investment shares in Q3 2024, an estimated $182K.
  • Ignite Planners first reported a position in CION Investment in Q2 2022 and held it in 8 quarters.
  • Ignite Planners's CION Investment position peaked at $214K in Q3 2023.
  • 175 funds tracked by Wall St. Rank held CION Investment as of Q3 2024.

Based on Ignite Planners's 13F filing for Q3 2024, filed 7 Oct 2024.