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Impact Partnership Wealth’s CION Investment CION Stock Holding History

Impact Partnership Wealth’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
-96
Closed -$1.09K – 736
2023
Q4 		$1.09K Buy
+96
New +$1.02K ﹤0.01% 738

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

Impact Partnership Wealth's CION Position: Q1 2024 in Review

Impact Partnership Wealth sold out of CION Investment (CION) in Q1 2024, closing a stake of 96 shares — an estimated $1.09K sold.

Impact Partnership Wealth first reported a position in CION in Q4 2023 and held it in 1 quarter. The position peaked at $1.09K in Q4 2023. 174 funds tracked by Wall St. Rank hold CION as of Q1 2024.

  • Impact Partnership Wealth reported no remaining CION Investment position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 96 CION Investment shares in Q1 2024, an estimated $1.09K.
  • Impact Partnership Wealth first reported a position in CION Investment in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's CION Investment position peaked at $1.09K in Q4 2023.
  • 174 funds tracked by Wall St. Rank held CION Investment as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.