BSW Wealth Partners’s Canon, Inc. CAJ Stock Holding History

BSW Wealth Partners’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	-12,300	Closed	-$267K	–	340
2022 Q4	$267K	Sell	12,300 -1,418	-10%	-$31.6K	0.06%	241
2022 Q3	$299K	Buy	+13,718	New	+$323K	0.07%	184

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

BSW Wealth Partners's CAJ Position: Q1 2023 in Review

BSW Wealth Partners sold out of Canon, Inc. (CAJ) in Q1 2023, closing a stake of 12,300 shares — an estimated $267K sold.

BSW Wealth Partners first reported a position in CAJ in Q3 2022 and held it in 2 quarters. The position peaked at $299K in Q3 2022. 39 funds tracked by Wall St. Rank hold CAJ as of Q1 2023.

BSW Wealth Partners reported no remaining Canon, Inc. position as of Q1 2023 after selling out during the quarter.
BSW Wealth Partners sold 12,300 Canon, Inc. shares in Q1 2023, an estimated $267K.
BSW Wealth Partners first reported a position in Canon, Inc. in Q3 2022 and held it in 2 quarters.
BSW Wealth Partners's Canon, Inc. position peaked at $299K in Q3 2022.
39 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2023.

Based on BSW Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.