Allworth Financial’s Canon, Inc. CAJ Stock Holding History

Allworth Financial’s Portfolio CAJ Stock Details CAJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-154	Closed	-$3.34K	–	3336
2022 Q4	$3.34K	Buy	+154	New	+$3.43K	﹤0.01%	2051
2022 Q3	–	Sell	-116	Closed	-$3K	–	3239
2022 Q2	$3K	Buy	+116	New	+$2.8K	﹤0.01%	1963
2018 Q3	–	Sell	-58	Closed	-$2K	–	1016
2018 Q2	$2K	Buy	+58	New	+$2K	﹤0.01%	847

Other funds holding CAJ

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

KIA

KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return

Allworth Financial's CAJ Position: Q1 2023 in Review

Allworth Financial sold out of Canon, Inc. (CAJ) in Q1 2023, closing a stake of 154 shares — an estimated $3.34K sold.

Allworth Financial first reported a position in CAJ in Q2 2018 and held it in 3 quarters. The position peaked at $3.34K in Q4 2022. 39 funds tracked by Wall St. Rank hold CAJ as of Q1 2023.

Allworth Financial reported no remaining Canon, Inc. position as of Q1 2023 after selling out during the quarter.
Allworth Financial sold 154 Canon, Inc. shares in Q1 2023, an estimated $3.34K.
Allworth Financial first reported a position in Canon, Inc. in Q2 2018 and held it in 3 quarters.
Allworth Financial's Canon, Inc. position peaked at $3.34K in Q4 2022.
39 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2023.

Based on Allworth Financial's 13F filing for Q1 2023, filed 18 Apr 2023.