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RE Dickinson Investment Advisors’s CION Investment CION Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$6.1K Buy
+538
New +$6.28K ﹤0.01% 185

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RE Dickinson Investment Advisors's CION Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in CION Investment (CION) in Q4 2024: 538 shares worth $6.1K. The stake represents ﹤0.01% of the portfolio and ranks #185 among its holdings.

177 funds tracked by Wall St. Rank hold CION as of Q4 2024.

  • RE Dickinson Investment Advisors held 538 shares of CION Investment worth $6.1K as of Q4 2024.
  • CION Investment was a new RE Dickinson Investment Advisors position in Q4 2024.
  • CION Investment made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #185 holding.
  • 177 funds tracked by Wall St. Rank held CION Investment as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.