AWA
CAJ

Arkadios Wealth Advisors’s Canon, Inc. CAJ Stock Holding History

Arkadios Wealth Advisors’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
Q2 		– Sell
-672
Closed -$14.5K – 1180
2020
Q1 		$14.5K Sell
672
-27
-4% -$680 0.01% 555
2019
Q4 		$18.1K Buy
+699
New +$19.2K 0.01% 477

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PPA
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LSV Asset Management
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Northern Trust
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AG
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BRA
Biechele Royce Advisors Fishers, Indiana $303M AUM 20.64% 1-Year Est. Return

Arkadios Wealth Advisors's CAJ Position: Q2 2020 in Review

Arkadios Wealth Advisors sold out of Canon, Inc. (CAJ) in Q2 2020, closing a stake of 672 shares — an estimated $14.5K sold.

Arkadios Wealth Advisors first reported a position in CAJ in Q4 2019 and held it in 2 quarters. The position peaked at $18.1K in Q4 2019. 124 funds tracked by Wall St. Rank hold CAJ as of Q2 2020.

  • Arkadios Wealth Advisors reported no remaining Canon, Inc. position as of Q2 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 672 Canon, Inc. shares in Q2 2020, an estimated $14.5K.
  • Arkadios Wealth Advisors first reported a position in Canon, Inc. in Q4 2019 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Canon, Inc. position peaked at $18.1K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held Canon, Inc. as of Q2 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.