TAP Consulting’s CION Investment CION Stock Holding History

TAP Consulting’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	-3,754	Closed	-$45K	–	212
2021 Q4	$45K	Buy	+3,754	New	+$48.4K	0.01%	273

Other funds holding CION

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

TAP Consulting's CION Position: Q1 2022 in Review

TAP Consulting sold out of CION Investment (CION) in Q1 2022, closing a stake of 3,754 shares — an estimated $45K sold.

TAP Consulting first reported a position in CION in Q4 2021 and held it in 1 quarter. The position peaked at $45K in Q4 2021. 73 funds tracked by Wall St. Rank hold CION as of Q1 2022.

TAP Consulting reported no remaining CION Investment position as of Q1 2022 after selling out during the quarter.
TAP Consulting sold 3,754 CION Investment shares in Q1 2022, an estimated $45K.
TAP Consulting first reported a position in CION Investment in Q4 2021 and held it in 1 quarter.
TAP Consulting's CION Investment position peaked at $45K in Q4 2021.
73 funds tracked by Wall St. Rank held CION Investment as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.