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Laidlaw Wealth Management’s CION Investment CION Stock Holding History

Laidlaw 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
2023
Q3 		– Sell
-17,293
Closed -$180K – 284
2023
Q2 		$180K Hold
17,293
– – 0.04% 334
2023
Q1 		$171K Hold
17,293
– – 0.03% 341
2022
Q4 		$169K Hold
17,293
– – 0.04% 341
2022
Q3 		$147K Buy
17,293
+5,765
+50% +$54.1K 0.03% 306
2022
Q2 		$100K Buy
+11,528
New +$124K 0.02% 362

Other funds holding CION

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Laidlaw Wealth Management's CION Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of CION Investment (CION) in Q3 2023, closing a stake of 17,293 shares — an estimated $180K sold.

Laidlaw Wealth Management first reported a position in CION in Q2 2022 and held it in 5 quarters. The position peaked at $180K in Q2 2023. 166 funds tracked by Wall St. Rank hold CION as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining CION Investment position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 17,293 CION Investment shares in Q3 2023, an estimated $180K.
  • Laidlaw Wealth Management first reported a position in CION Investment in Q2 2022 and held it in 5 quarters.
  • Laidlaw Wealth Management's CION Investment position peaked at $180K in Q2 2023.
  • 166 funds tracked by Wall St. Rank held CION Investment as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.