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Sheaff Brock Investment Advisors’s CION Investment CION Stock Holding History

Sheaff Brock 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
Q1 		– Sell
-18,616
Closed -$211K – 514
2023
Q4 		$211K Hold
18,616
– – 0.02% 409
2023
Q3 		$197K Hold
18,616
– – 0.02% 398
2023
Q2 		$193K Hold
18,616
– – 0.02% 426
2023
Q1 		$184K Hold
18,616
– – 0.02% 451
2022
Q4 		$182K Hold
18,616
– – 0.02% 429
2022
Q3 		$158K Hold
18,616
– – 0.02% 440
2022
Q2 		$162K Buy
+18,616
New +$200K 0.01% 444

Other funds holding CION

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sheaff Brock Investment Advisors's CION Position: Q1 2024 in Review

Sheaff Brock Investment Advisors sold out of CION Investment (CION) in Q1 2024, closing a stake of 18,616 shares — an estimated $211K sold.

Sheaff Brock Investment Advisors first reported a position in CION in Q2 2022 and held it in 7 quarters. The position peaked at $211K in Q4 2023. 174 funds tracked by Wall St. Rank hold CION as of Q1 2024.

  • Sheaff Brock Investment Advisors reported no remaining CION Investment position as of Q1 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 18,616 CION Investment shares in Q1 2024, an estimated $211K.
  • Sheaff Brock Investment Advisors first reported a position in CION Investment in Q2 2022 and held it in 7 quarters.
  • Sheaff Brock Investment Advisors's CION Investment position peaked at $211K in Q4 2023.
  • 174 funds tracked by Wall St. Rank held CION Investment as of Q1 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.