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SOA Wealth Advisors’s CION Investment CION Stock Holding History

SOA Wealth 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 		– Sell
-854
Closed -$10.2K – 877
2024
Q3 		$10.2K Hold
854
– – ﹤0.01% 539
2024
Q2 		$10.3K Hold
854
– – ﹤0.01% 532
2024
Q1 		$9.39K Hold
854
– – ﹤0.01% 549
2023
Q4 		$9.66K Hold
854
– – ﹤0.01% 530
2023
Q3 		$9.03K Hold
854
– – ﹤0.01% 540
2023
Q2 		$8.87K Hold
854
– – ﹤0.01% 545
2023
Q1 		$8.43K Hold
854
– – ﹤0.01% 550
2022
Q4 		$8.33K Hold
854
– – ﹤0.01% 549
2022
Q3 		$7K Buy
854
+285
+50% +$2.67K ﹤0.01% 554
2022
Q2 		$4K Buy
+569
New +$6.11K ﹤0.01% 607

Other funds holding CION

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOA Wealth Advisors's CION Position: Q4 2024 in Review

SOA Wealth Advisors sold out of CION Investment (CION) in Q4 2024, closing a stake of 854 shares — an estimated $10.2K sold.

SOA Wealth Advisors first reported a position in CION in Q2 2022 and held it in 10 quarters. The position peaked at $10.3K in Q2 2024. 178 funds tracked by Wall St. Rank hold CION as of Q4 2024.

  • SOA Wealth Advisors reported no remaining CION Investment position as of Q4 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 854 CION Investment shares in Q4 2024, an estimated $10.2K.
  • SOA Wealth Advisors first reported a position in CION Investment in Q2 2022 and held it in 10 quarters.
  • SOA Wealth Advisors's CION Investment position peaked at $10.3K in Q2 2024.
  • 178 funds tracked by Wall St. Rank held CION Investment as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.