FSWA
CAJ

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

Financial Synergies 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
2024
Q1 		– Sell
-24
Closed -$521 – 571
2023
Q4 		$521 Buy
+24
New +$521 ﹤0.01% 370
2023
Q1 		– Sell
-24
Closed -$521 – 514
2022
Q4 		$521 Hold
24
– – ﹤0.01% 370
2022
Q3 		$524 Hold
24
– – ﹤0.01% 362
2022
Q2 		$546 Buy
+24
New +$579 ﹤0.01% 367

Other funds holding CAJ

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
OA
Operose Advisors Milwaukee, Wisconsin $431M AUM 20.45% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BWAM
Boyd Watterson Asset Management Cleveland, Ohio $371M AUM 33.49% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Financial Synergies Wealth Advisors's CAJ Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Canon, Inc. (CAJ) in Q1 2024, closing a stake of 24 shares — an estimated $521 sold.

Financial Synergies Wealth Advisors first reported a position in CAJ in Q2 2022 and held it in 4 quarters. The position peaked at $546 in Q2 2022. 14 funds tracked by Wall St. Rank hold CAJ as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Canon, Inc. position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 24 Canon, Inc. shares in Q1 2024, an estimated $521.
  • Financial Synergies Wealth Advisors first reported a position in Canon, Inc. in Q2 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's Canon, Inc. position peaked at $546 in Q2 2022.
  • 14 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.