AWM
CAJ

Altium Wealth Management’s Canon, Inc. CAJ Stock Holding History

Altium Wealth Management’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
2020
Q4 		– Sell
-10,413
Closed -$173K – 365
2020
Q3 		$173K Sell
10,413
-449
-4% -$7.96K 0.02% 319
2020
Q2 		$217K Sell
10,862
-1,483
-12% -$30.7K 0.02% 299
2020
Q1 		$267K Buy
+12,345
New +$311K 0.04% 235

Other funds holding CAJ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Altium Wealth Management's CAJ Position: Q4 2020 in Review

Altium Wealth Management sold out of Canon, Inc. (CAJ) in Q4 2020, closing a stake of 10,413 shares — an estimated $173K sold.

Altium Wealth Management first reported a position in CAJ in Q1 2020 and held it in 3 quarters. The position peaked at $267K in Q1 2020. 122 funds tracked by Wall St. Rank hold CAJ as of Q4 2020.

  • Altium Wealth Management reported no remaining Canon, Inc. position as of Q4 2020 after selling out during the quarter.
  • Altium Wealth Management sold 10,413 Canon, Inc. shares in Q4 2020, an estimated $173K.
  • Altium Wealth Management first reported a position in Canon, Inc. in Q1 2020 and held it in 3 quarters.
  • Altium Wealth Management's Canon, Inc. position peaked at $267K in Q1 2020.
  • 122 funds tracked by Wall St. Rank held Canon, Inc. as of Q4 2020.

Based on Altium Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.