WealthCollab’s CION Investment CION Stock Holding History

WealthCollab’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 Q4	–	Sell	-232	Closed	-$2.76K	–	893
2024 Q3	$2.76K	Buy	+232	New	+$2.8K	﹤0.01%	727

Other funds holding CION

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthCollab's CION Position: Q4 2024 in Review

WealthCollab sold out of CION Investment (CION) in Q4 2024, closing a stake of 232 shares — an estimated $2.76K sold.

WealthCollab first reported a position in CION in Q3 2024 and held it in 1 quarter. The position peaked at $2.76K in Q3 2024. 178 funds tracked by Wall St. Rank hold CION as of Q4 2024.

WealthCollab reported no remaining CION Investment position as of Q4 2024 after selling out during the quarter.
WealthCollab sold 232 CION Investment shares in Q4 2024, an estimated $2.76K.
WealthCollab first reported a position in CION Investment in Q3 2024 and held it in 1 quarter.
WealthCollab's CION Investment position peaked at $2.76K in Q3 2024.
178 funds tracked by Wall St. Rank held CION Investment as of Q4 2024.

Based on WealthCollab's 13F filing for Q4 2024, filed 14 Feb 2025.