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National Wealth Management Group’s CION Investment CION Stock Holding History

National Wealth Management Group’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
Q4 		– Sell
-14,220
Closed -$121K – 139
2022
Q3 		$121K Sell
14,220
-4,087
-22% -$38.4K 0.16% 119
2022
Q2 		$159K Buy
18,307
+5,210
+40% +$56K 0.2% 107
2022
Q1 		$194K Sell
13,097
-411
-3% -$5.32K 0.19% 106
2021
Q4 		$177K Buy
+13,508
New +$174K 0.17% 121

Other funds holding CION

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

National Wealth Management Group's CION Position: Q4 2022 in Review

National Wealth Management Group sold out of CION Investment (CION) in Q4 2022, closing a stake of 14,220 shares — an estimated $121K sold.

National Wealth Management Group first reported a position in CION in Q4 2021 and held it in 4 quarters. The position peaked at $194K in Q1 2022. 172 funds tracked by Wall St. Rank hold CION as of Q4 2022.

  • National Wealth Management Group reported no remaining CION Investment position as of Q4 2022 after selling out during the quarter.
  • National Wealth Management Group sold 14,220 CION Investment shares in Q4 2022, an estimated $121K.
  • National Wealth Management Group first reported a position in CION Investment in Q4 2021 and held it in 4 quarters.
  • National Wealth Management Group's CION Investment position peaked at $194K in Q1 2022.
  • 172 funds tracked by Wall St. Rank held CION Investment as of Q4 2022.

Based on National Wealth Management Group's 13F filing for Q4 2022, filed 17 Nov 2023.