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Legacy Capital Wealth Partners’s CION Investment CION Stock Holding History

Legacy Capital Wealth Partners’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
Q4 		– Sell
-43,766
Closed -$463K – 288
2023
Q3 		$463K Buy
+43,766
New +$474K 0.13% 156
2023
Q2 		– Sell
-60,095
Closed -$593K – 77
2023
Q1 		$593K Buy
+60,095
New +$630K 0.16% 119

Other funds holding CION

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Legacy Capital Wealth Partners's CION Position: Q4 2023 in Review

Legacy Capital Wealth Partners sold out of CION Investment (CION) in Q4 2023, closing a stake of 43,766 shares — an estimated $463K sold.

Legacy Capital Wealth Partners first reported a position in CION in Q1 2023 and held it in 2 quarters. The position peaked at $593K in Q1 2023. 180 funds tracked by Wall St. Rank hold CION as of Q4 2023.

  • Legacy Capital Wealth Partners reported no remaining CION Investment position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 43,766 CION Investment shares in Q4 2023, an estimated $463K.
  • Legacy Capital Wealth Partners first reported a position in CION Investment in Q1 2023 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's CION Investment position peaked at $593K in Q1 2023.
  • 180 funds tracked by Wall St. Rank held CION Investment as of Q4 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.