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World Investment Advisors’s CION Investment CION Stock Holding History

World Investment Advisors’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
-12,622
Closed -$153K – 909
2024
Q2 		$153K Buy
+12,622
New +$149K 0.01% 608
2023
Q3 		– Sell
-25,280
Closed -$262K – 271
2023
Q2 		$262K Hold
25,280
– – 0.05% 212
2023
Q1 		$250K Hold
25,280
– – 0.05% 199
2022
Q4 		$253K Hold
25,280
– – 0.06% 194
2022
Q3 		$215K Hold
25,280
– – 0.05% 217
2022
Q2 		$235K Buy
+25,280
New +$272K 0.05% 229

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

World Investment Advisors's CION Position: Q3 2024 in Review

World Investment Advisors sold out of CION Investment (CION) in Q3 2024, closing a stake of 12,622 shares — an estimated $153K sold.

World Investment Advisors first reported a position in CION in Q2 2022 and held it in 6 quarters. The position peaked at $262K in Q2 2023. 175 funds tracked by Wall St. Rank hold CION as of Q3 2024.

  • World Investment Advisors reported no remaining CION Investment position as of Q3 2024 after selling out during the quarter.
  • World Investment Advisors sold 12,622 CION Investment shares in Q3 2024, an estimated $153K.
  • World Investment Advisors first reported a position in CION Investment in Q2 2022 and held it in 6 quarters.
  • World Investment Advisors's CION Investment position peaked at $262K in Q2 2023.
  • 175 funds tracked by Wall St. Rank held CION Investment as of Q3 2024.

Based on World Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.