JW
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Jenkins Wealth’s CION Investment CION Stock Holding History

Jenkins 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
2022
Q4 		$202K Buy
+20,734
New +$201K 0.08% 69

Other funds holding CION

PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Jenkins Wealth's CION Position: Q4 2022 in Review

Jenkins Wealth opened a new position in CION Investment (CION) in Q4 2022: 20,734 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #69 among its holdings.

172 funds tracked by Wall St. Rank hold CION as of Q4 2022.

  • Jenkins Wealth held 20,734 shares of CION Investment worth $202K as of Q4 2022.
  • CION Investment was a new Jenkins Wealth position in Q4 2022.
  • CION Investment made up 0.08% of Jenkins Wealth's portfolio in Q4 2022, its #69 holding.
  • 172 funds tracked by Wall St. Rank held CION Investment as of Q4 2022.

Based on Jenkins Wealth's 13F filing for Q4 2022, filed 11 Jan 2023.