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Rise Advisors’s CION Investment CION Stock Holding History

Rise 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
2022
Q4 		– Sell
-203
Closed -$2K – 769
2022
Q3 		$2K Sell
203
-248
-55% -$2.33K ﹤0.01% 535
2022
Q2 		$4K Buy
+451
New +$4.84K ﹤0.01% 464

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

Rise Advisors's CION Position: Q4 2022 in Review

Rise Advisors sold out of CION Investment (CION) in Q4 2022, closing a stake of 203 shares — an estimated $2K sold.

Rise Advisors first reported a position in CION in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 172 funds tracked by Wall St. Rank hold CION as of Q4 2022.

  • Rise Advisors reported no remaining CION Investment position as of Q4 2022 after selling out during the quarter.
  • Rise Advisors sold 203 CION Investment shares in Q4 2022, an estimated $2K.
  • Rise Advisors first reported a position in CION Investment in Q2 2022 and held it in 2 quarters.
  • Rise Advisors's CION Investment position peaked at $4K in Q2 2022.
  • 172 funds tracked by Wall St. Rank held CION Investment as of Q4 2022.

Based on Rise Advisors's 13F filing for Q4 2022, filed 6 Jan 2023.