Bell Investment Advisors’s Canon, Inc. CAJ Stock Holding History

Bell Investment 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
2023 Q1	–	Sell	-169	Closed	-$3.66K	–	2013
2022 Q4	$3.66K	Buy	169 +76	+82%	+$1.69K	﹤0.01%	969
2022 Q3	$2K	Sell	93 -26	-22%	-$613	﹤0.01%	1277
2022 Q2	$3K	Buy	+119	New	+$2.87K	﹤0.01%	1059
2021 Q4	$2K	Hold	73	–	–	﹤0.01%	1284
2021 Q3	$2K	Buy	+73	New	+$1.74K	﹤0.01%	1212

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

Bell Investment Advisors's CAJ Position: Q1 2023 in Review

Bell Investment Advisors sold out of Canon, Inc. (CAJ) in Q1 2023, closing a stake of 169 shares — an estimated $3.66K sold.

Bell Investment Advisors first reported a position in CAJ in Q3 2021 and held it in 5 quarters. The position peaked at $3.66K in Q4 2022. 39 funds tracked by Wall St. Rank hold CAJ as of Q1 2023.

Bell Investment Advisors reported no remaining Canon, Inc. position as of Q1 2023 after selling out during the quarter.
Bell Investment Advisors sold 169 Canon, Inc. shares in Q1 2023, an estimated $3.66K.
Bell Investment Advisors first reported a position in Canon, Inc. in Q3 2021 and held it in 5 quarters.
Bell Investment Advisors's Canon, Inc. position peaked at $3.66K in Q4 2022.
39 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2023.

Based on Bell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.