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Monument Capital Management’s CION Investment CION Stock Holding History

Monument Capital 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
Q4 		– Sell
-12,228
Closed -$129K – 184
2023
Q3 		$129K Hold
12,228
– – 0.04% 163
2023
Q2 		$127K Hold
12,228
– – 0.04% 160
2023
Q1 		$121K Sell
12,228
-6,751
-36% -$70.7K 0.04% 146
2022
Q4 		$185K Sell
18,979
-1,185
-6% -$11.5K 0.06% 153
2022
Q3 		$171K Buy
20,164
+4,423
+28% +$41.5K 0.06% 141
2022
Q2 		$137K Buy
+15,741
New +$169K 0.05% 145

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

Monument Capital Management's CION Position: Q4 2023 in Review

Monument Capital Management sold out of CION Investment (CION) in Q4 2023, closing a stake of 12,228 shares — an estimated $129K sold.

Monument Capital Management first reported a position in CION in Q2 2022 and held it in 6 quarters. The position peaked at $185K in Q4 2022. 180 funds tracked by Wall St. Rank hold CION as of Q4 2023.

  • Monument Capital Management reported no remaining CION Investment position as of Q4 2023 after selling out during the quarter.
  • Monument Capital Management sold 12,228 CION Investment shares in Q4 2023, an estimated $129K.
  • Monument Capital Management first reported a position in CION Investment in Q2 2022 and held it in 6 quarters.
  • Monument Capital Management's CION Investment position peaked at $185K in Q4 2022.
  • 180 funds tracked by Wall St. Rank held CION Investment as of Q4 2023.

Based on Monument Capital Management's 13F filing for Q4 2023, filed 1 Feb 2024.