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West Wealth Group’s CION Investment CION Stock Holding History

West Wealth Group’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
2023
Q1 		– Sell
-10,235
Closed -$99.8K – 72
2022
Q4 		$99.8K Sell
10,235
-1,863
-15% -$18.1K 0.05% 74
2022
Q3 		$102K Sell
12,098
-3,099
-20% -$29.1K 0.05% 60
2022
Q2 		$132K Buy
+15,197
New +$163K 0.06% 66

Other funds holding CION

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

West Wealth Group's CION Position: Q1 2023 in Review

West Wealth Group sold out of CION Investment (CION) in Q1 2023, closing a stake of 10,235 shares — an estimated $99.8K sold.

West Wealth Group first reported a position in CION in Q2 2022 and held it in 3 quarters. The position peaked at $132K in Q2 2022. 167 funds tracked by Wall St. Rank hold CION as of Q1 2023.

  • West Wealth Group reported no remaining CION Investment position as of Q1 2023 after selling out during the quarter.
  • West Wealth Group sold 10,235 CION Investment shares in Q1 2023, an estimated $99.8K.
  • West Wealth Group first reported a position in CION Investment in Q2 2022 and held it in 3 quarters.
  • West Wealth Group's CION Investment position peaked at $132K in Q2 2022.
  • 167 funds tracked by Wall St. Rank held CION Investment as of Q1 2023.

Based on West Wealth Group's 13F filing for Q1 2023, filed 6 Apr 2023.