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Tyler-Stone Wealth Management’s CION Investment CION Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-3,863
Closed -$46.8K – 421
2024
Q2 		$46.8K Hold
3,863
– – 0.02% 373
2024
Q1 		$42.5K Hold
3,863
– – 0.02% 388
2023
Q4 		$43.7K Hold
3,863
– – 0.02% 371
2023
Q3 		$41K Hold
3,863
– – 0.02% 364
2023
Q2 		$40K Buy
+3,863
New +$38.1K 0.02% 369
2022
Q4 		$77K Buy
7,850
+1,509
+24% +$14.7K 0.05% 268
2022
Q3 		$54K Buy
6,341
+3,204
+102% +$30.1K 0.04% 289
2022
Q2 		$27K Buy
+3,137
New +$33.7K 0.02% 401
2022
Q1 		– Sell
-1,767
Closed -$23K – 849
2021
Q4 		$23K Buy
+1,767
New +$22.8K 0.01% 473

Other funds holding CION

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Tyler-Stone Wealth Management's CION Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of CION Investment (CION) in Q3 2024, closing a stake of 3,863 shares — an estimated $46.8K sold.

Tyler-Stone Wealth Management first reported a position in CION in Q4 2021 and held it in 9 quarters. The position peaked at $77K in Q4 2022. 175 funds tracked by Wall St. Rank hold CION as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining CION Investment position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 3,863 CION Investment shares in Q3 2024, an estimated $46.8K.
  • Tyler-Stone Wealth Management first reported a position in CION Investment in Q4 2021 and held it in 9 quarters.
  • Tyler-Stone Wealth Management's CION Investment position peaked at $77K in Q4 2022.
  • 175 funds tracked by Wall St. Rank held CION Investment as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.