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Patriot Financial Group Insurance Agency’s CION Investment CION Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-34,343
Closed -$299K – 666
2022
Q2 		$299K Buy
+34,343
New +$369K 0.06% 301

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BI
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PRS
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LPL Financial
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Millennium Management
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KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CION Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of CION Investment (CION) in Q3 2022, closing a stake of 34,343 shares — an estimated $299K sold.

Patriot Financial Group Insurance Agency first reported a position in CION in Q2 2022 and held it in 1 quarter. The position peaked at $299K in Q2 2022. 160 funds tracked by Wall St. Rank hold CION as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining CION Investment position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 34,343 CION Investment shares in Q3 2022, an estimated $299K.
  • Patriot Financial Group Insurance Agency first reported a position in CION Investment in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's CION Investment position peaked at $299K in Q2 2022.
  • 160 funds tracked by Wall St. Rank held CION Investment as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.