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Stonebridge Financial Planning Group’s CION Investment CION Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-478
Closed -$6K – 150
2021
Q4 		$6K Buy
+478
New +$6.16K ﹤0.01% 358

Other funds holding CION

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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Stonebridge Financial Planning Group's CION Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of CION Investment (CION) in Q1 2022, closing a stake of 478 shares — an estimated $6K sold.

Stonebridge Financial Planning Group first reported a position in CION in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 73 funds tracked by Wall St. Rank hold CION as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining CION Investment position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 478 CION Investment shares in Q1 2022, an estimated $6K.
  • Stonebridge Financial Planning Group first reported a position in CION Investment in Q4 2021 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's CION Investment position peaked at $6K in Q4 2021.
  • 73 funds tracked by Wall St. Rank held CION Investment as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.