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Syverson Strege & Co’s CION Investment CION Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-478
Closed -$4.72K – 173
2023
Q1 		$4.72K Hold
478
– – ﹤0.01% 348
2022
Q4 		$4.66K Hold
478
– – ﹤0.01% 226
2022
Q3 		$4K Buy
478
+160
+50% +$1.5K ﹤0.01% 220
2022
Q2 		$3K Buy
+318
New +$3.42K ﹤0.01% 276
2022
Q1 		– Sell
-159
Closed -$2K – 304
2021
Q4 		$2K Buy
+159
New +$2.05K ﹤0.01% 267

Other funds holding CION

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Syverson Strege & Co's CION Position: Q2 2023 in Review

Syverson Strege & Co sold out of CION Investment (CION) in Q2 2023, closing a stake of 478 shares — an estimated $4.72K sold.

Syverson Strege & Co first reported a position in CION in Q4 2021 and held it in 5 quarters. The position peaked at $4.72K in Q1 2023. 169 funds tracked by Wall St. Rank hold CION as of Q2 2023.

  • Syverson Strege & Co reported no remaining CION Investment position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 478 CION Investment shares in Q2 2023, an estimated $4.72K.
  • Syverson Strege & Co first reported a position in CION Investment in Q4 2021 and held it in 5 quarters.
  • Syverson Strege & Co's CION Investment position peaked at $4.72K in Q1 2023.
  • 169 funds tracked by Wall St. Rank held CION Investment as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.