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JT Stratford LLC’s CION Investment CION Stock Holding History

JT Stratford LLC’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
Q1 		– Sell
-10,686
Closed -$140K – 209
2021
Q4 		$140K Buy
+10,686
New +$138K 0.04% 207

Other funds holding CION

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

JT Stratford LLC's CION Position: Q1 2022 in Review

JT Stratford LLC sold out of CION Investment (CION) in Q1 2022, closing a stake of 10,686 shares — an estimated $140K sold.

JT Stratford LLC first reported a position in CION in Q4 2021 and held it in 1 quarter. The position peaked at $140K in Q4 2021. 73 funds tracked by Wall St. Rank hold CION as of Q1 2022.

  • JT Stratford LLC reported no remaining CION Investment position as of Q1 2022 after selling out during the quarter.
  • JT Stratford LLC sold 10,686 CION Investment shares in Q1 2022, an estimated $140K.
  • JT Stratford LLC first reported a position in CION Investment in Q4 2021 and held it in 1 quarter.
  • JT Stratford LLC's CION Investment position peaked at $140K in Q4 2021.
  • 73 funds tracked by Wall St. Rank held CION Investment as of Q1 2022.

Based on JT Stratford LLC's 13F filing for Q1 2022, filed 12 May 2022.