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Richard W. Paul & Associates’s CION Investment CION Stock Holding History

Richard W. Paul & Associates’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
2025
Q1 		– Sell
-285
Closed -$3.25K – 371
2024
Q4 		$3.25K Hold
285
– – ﹤0.01% 380
2024
Q3 		$3.39K Hold
285
– – ﹤0.01% 378
2024
Q2 		$3.45K Hold
285
– – ﹤0.01% 369
2024
Q1 		$3.13K Hold
285
– – ﹤0.01% 391
2023
Q4 		$3.22K Hold
285
– – ﹤0.01% 377
2023
Q3 		$3.01K Hold
285
– – ﹤0.01% 374
2023
Q2 		$2.96K Hold
285
– – ﹤0.01% 403
2023
Q1 		$2.81K Hold
285
– – ﹤0.01% 418
2022
Q4 		$2.78K Buy
+285
New +$2.77K ﹤0.01% 408

Other funds holding CION

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

Richard W. Paul & Associates's CION Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of CION Investment (CION) in Q1 2025, closing a stake of 285 shares — an estimated $3.25K sold.

Richard W. Paul & Associates first reported a position in CION in Q4 2022 and held it in 9 quarters. The position peaked at $3.45K in Q2 2024. 173 funds tracked by Wall St. Rank hold CION as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining CION Investment position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 285 CION Investment shares in Q1 2025, an estimated $3.25K.
  • Richard W. Paul & Associates first reported a position in CION Investment in Q4 2022 and held it in 9 quarters.
  • Richard W. Paul & Associates's CION Investment position peaked at $3.45K in Q2 2024.
  • 173 funds tracked by Wall St. Rank held CION Investment as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.