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

Avior 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
2023 Q1	–	Sell	-47	Closed	-$1.02K	–	1676
2022 Q4	$1.02K	Hold	47	–	–	﹤0.01%	1120
2022 Q3	$1K	Hold	47	–	–	﹤0.01%	1125
2022 Q2	$1K	Sell	47 -37	-44%	-$893	﹤0.01%	1040
2022 Q1	$2K	Hold	84	–	–	﹤0.01%	1004
2021 Q4	$2K	Sell	84 -14	-14%	-$329	﹤0.01%	991
2021 Q3	$2K	Hold	98	–	–	﹤0.01%	959
2021 Q2	$2K	Hold	98	–	–	﹤0.01%	928
2021 Q1	$2K	Hold	98	–	–	﹤0.01%	925
2020 Q4	$1K	Hold	98	–	–	﹤0.01%	957
2020 Q3	$1K	Buy	98 +25	+34%	+$443	﹤0.01%	902
2020 Q2	$1K	Buy	73 +19	+35%	+$393	﹤0.01%	876
2020 Q1	$1K	Buy	54 +34	+170%	+$856	﹤0.01%	750
2019 Q4	$0	Buy	+20	New	+$549	﹤0.01%	888

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 $49B AUM 17.78% 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

Avior Wealth Management's CAJ Position: Q1 2023 in Review

Avior Wealth Management sold out of Canon, Inc. (CAJ) in Q1 2023, closing a stake of 47 shares — an estimated $1.02K sold.

Avior Wealth Management first reported a position in CAJ in Q4 2019 and held it in 13 quarters. The position peaked at $2K in Q1 2022. 39 funds tracked by Wall St. Rank hold CAJ as of Q1 2023.

Avior Wealth Management reported no remaining Canon, Inc. position as of Q1 2023 after selling out during the quarter.
Avior Wealth Management sold 47 Canon, Inc. shares in Q1 2023, an estimated $1.02K.
Avior Wealth Management first reported a position in Canon, Inc. in Q4 2019 and held it in 13 quarters.
Avior Wealth Management's Canon, Inc. position peaked at $2K in Q1 2022.
39 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2023.

Based on Avior Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.