Wealth Enhancement Advisory Services
CION icon

Wealth Enhancement Advisory Services’s CION Investment CION Stock Holding History

Wealth Enhancement Advisory Services’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
-23,039
Closed -$279K – 2821
2024
Q2 		$279K Sell
23,039
-2,564
-10% -$30.3K ﹤0.01% 2033
2024
Q1 		$282K Buy
+25,603
New +$282K ﹤0.01% 1961

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BI
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LPL Financial
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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

Wealth Enhancement Advisory Services's CION Position: Q3 2024 in Review

Wealth Enhancement Advisory Services sold out of CION Investment (CION) in Q3 2024, closing a stake of 23,039 shares — an estimated $279K sold.

Wealth Enhancement Advisory Services first reported a position in CION in Q1 2024 and held it in 2 quarters. The position peaked at $282K in Q1 2024. 175 funds tracked by Wall St. Rank hold CION as of Q3 2024.

  • Wealth Enhancement Advisory Services reported no remaining CION Investment position as of Q3 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 23,039 CION Investment shares in Q3 2024, an estimated $279K.
  • Wealth Enhancement Advisory Services first reported a position in CION Investment in Q1 2024 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's CION Investment position peaked at $282K in Q1 2024.
  • 175 funds tracked by Wall St. Rank held CION Investment as of Q3 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2024, filed 24 Oct 2024.