Avantax Advisory Services’s Canon, Inc. CAJ Stock Holding History

Avantax Advisory Services’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	-23,388	Closed	-$507K	–	1556
2022 Q4	$507K	Buy	+23,388	New	+$521K	0.01%	857
2022 Q2	–	Sell	-9,170	Closed	-$223K	–	1406
2022 Q1	$223K	Buy	+9,170	New	+$220K	﹤0.01%	1144

Other funds holding CAJ

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $40.4B AUM 21.2% 1-Year Est. Return

KIA

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

Avantax Advisory Services's CAJ Position: Q1 2023 in Review

Avantax Advisory Services sold out of Canon, Inc. (CAJ) in Q1 2023, closing a stake of 23,388 shares — an estimated $507K sold.

Avantax Advisory Services first reported a position in CAJ in Q1 2022 and held it in 2 quarters. The position peaked at $507K in Q4 2022. 39 funds tracked by Wall St. Rank hold CAJ as of Q1 2023.

Avantax Advisory Services reported no remaining Canon, Inc. position as of Q1 2023 after selling out during the quarter.
Avantax Advisory Services sold 23,388 Canon, Inc. shares in Q1 2023, an estimated $507K.
Avantax Advisory Services first reported a position in Canon, Inc. in Q1 2022 and held it in 2 quarters.
Avantax Advisory Services's Canon, Inc. position peaked at $507K in Q4 2022.
39 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2023.

Based on Avantax Advisory Services's 13F filing for Q1 2023, filed 28 Apr 2023.