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Lenox Wealth Advisors’s CION Investment CION Stock Holding History

Lenox Wealth Advisors’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 		$34K Buy
2,757
+1,379
+100% +$17.8K ﹤0.01% 288
2021
Q4 		$18K Buy
+1,378
New +$17.8K ﹤0.01% 417

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
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $2.01B AUM 27.28% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Lenox Wealth Advisors's CION Position: Q1 2022 in Review

Lenox Wealth Advisors increased its CION Investment (CION) stake by 100% in Q1 2022, buying an estimated $17.8K and bringing the position to 2,757 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Lenox Wealth Advisors first reported a position in CION in Q4 2021 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold CION as of Q1 2022.

  • Lenox Wealth Advisors held 2,757 shares of CION Investment worth $34K as of Q1 2022.
  • Lenox Wealth Advisors bought 1,379 CION Investment shares in Q1 2022, an estimated $17.8K.
  • CION Investment made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #288 holding.
  • Lenox Wealth Advisors first reported a position in CION Investment in Q4 2021 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held CION Investment as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.