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Kingsview Wealth Management’s CION Investment CION Stock Holding History

Kingsview Wealth Management’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
Q4 		– Sell
-27,910
Closed -$332K – 1121
2024
Q3 		$332K Buy
27,910
+4,615
+20% +$55.7K 0.01% 850
2024
Q2 		$282K Buy
+23,295
New +$275K 0.01% 861

Other funds holding CION

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's CION Position: Q4 2024 in Review

Kingsview Wealth Management sold out of CION Investment (CION) in Q4 2024, closing a stake of 27,910 shares — an estimated $332K sold.

Kingsview Wealth Management first reported a position in CION in Q2 2024 and held it in 2 quarters. The position peaked at $332K in Q3 2024. 178 funds tracked by Wall St. Rank hold CION as of Q4 2024.

  • Kingsview Wealth Management reported no remaining CION Investment position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 27,910 CION Investment shares in Q4 2024, an estimated $332K.
  • Kingsview Wealth Management first reported a position in CION Investment in Q2 2024 and held it in 2 quarters.
  • Kingsview Wealth Management's CION Investment position peaked at $332K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held CION Investment as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.