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Imprint Wealth’s CION Investment CION Stock Holding History

Imprint 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 		$136K Buy
+12,293
New +$136K 0.03% 292

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

Imprint Wealth's CION Position: Q1 2024 in Review

Imprint Wealth opened a new position in CION Investment (CION) in Q1 2024: 12,293 shares worth $136K. The stake represents 0.03% of the portfolio and ranks #292 among its holdings.

174 funds tracked by Wall St. Rank hold CION as of Q1 2024.

  • Imprint Wealth held 12,293 shares of CION Investment worth $136K as of Q1 2024.
  • CION Investment was a new Imprint Wealth position in Q1 2024.
  • CION Investment made up 0.03% of Imprint Wealth's portfolio in Q1 2024, its #292 holding.
  • 174 funds tracked by Wall St. Rank held CION Investment as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.