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Wagner Wealth Management (South Carolina)’s CION Investment CION Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-1,063
Closed -$9K – 318
2022
Q3 		$9K Buy
+1,063
New +$9.98K 0.01% 433

Other funds holding CION

PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s CION Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of CION Investment (CION) in Q4 2022, closing a stake of 1,063 shares — an estimated $9K sold.

Wagner Wealth Management (South Carolina) first reported a position in CION in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 172 funds tracked by Wall St. Rank hold CION as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining CION Investment position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 1,063 CION Investment shares in Q4 2022, an estimated $9K.
  • Wagner Wealth Management (South Carolina) first reported a position in CION Investment in Q3 2022 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s CION Investment position peaked at $9K in Q3 2022.
  • 172 funds tracked by Wall St. Rank held CION Investment as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.