EWA
CAJ

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

EverSource 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
2023
Q1 		– Sell
-189
Closed -$4.1K – 2587
2022
Q4 		$4.1K Sell
189
-1,341
-88% -$29.9K ﹤0.01% 1681
2022
Q3 		$33K Buy
1,530
+1,366
+833% +$32.2K 0.01% 746
2022
Q2 		$4K Hold
164
– – ﹤0.01% 1369
2022
Q1 		$4K Buy
164
+83
+102% +$1.99K ﹤0.01% 1380
2021
Q4 		$2K Buy
+81
New +$1.91K ﹤0.01% 1662

Other funds holding CAJ

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Marshall Wace
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
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

EverSource Wealth Advisors's CAJ Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Canon, Inc. (CAJ) in Q1 2023, closing a stake of 189 shares — an estimated $4.1K sold.

EverSource Wealth Advisors first reported a position in CAJ in Q4 2021 and held it in 5 quarters. The position peaked at $33K in Q3 2022. 39 funds tracked by Wall St. Rank hold CAJ as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining Canon, Inc. position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 189 Canon, Inc. shares in Q1 2023, an estimated $4.1K.
  • EverSource Wealth Advisors first reported a position in Canon, Inc. in Q4 2021 and held it in 5 quarters.
  • EverSource Wealth Advisors's Canon, Inc. position peaked at $33K in Q3 2022.
  • 39 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.