IA
CAJ

IFP Advisors’s Canon, Inc. CAJ Stock Holding History

IFP 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
Q2 		– Sell
-2,137
Closed -$69K – 3612
2023
Q1 		$69K Sell
2,137
-452
-17% -$9.92K ﹤0.01% 1422
2022
Q4 		$84K Sell
2,589
-509
-16% -$11.3K ﹤0.01% 1863
2022
Q3 		$112K Buy
3,098
+1,775
+134% +$41.8K ﹤0.01% 1781
2022
Q2 		$54K Hold
1,323
– – ﹤0.01% 2117
2022
Q1 		$54K Buy
+1,323
New +$31.7K ﹤0.01% 2117
2021
Q4 		– Sell
-63
Closed -$2K – 3532
2021
Q3 		$2K Buy
+63
New +$1.5K ﹤0.01% 2921
2020
Q1 		– Sell
-131
Closed -$3.3K – 3074
2019
Q4 		$4K Buy
131
+65
+98% +$1.78K ﹤0.01% 2301
2019
Q3 		$2K Buy
+66
New +$1.8K ﹤0.01% 2753
2019
Q1 		$1K Hold
22
– – ﹤0.01% 2288
2018
Q4 		$1K Sell
22
-741
-97% -$21.5K ﹤0.01% 3434
2018
Q3 		$24K Sell
763
-37
-5% -$1.17K ﹤0.01% 2367
2018
Q2 		$26K Buy
800
+538
+205% +$18.6K ﹤0.01% 2325
2018
Q1 		$10K Hold
262
– – ﹤0.01% 2807
2017
Q4 		$10K Sell
262
-290
-53% -$10.8K ﹤0.01% 2849
2017
Q3 		$19K Sell
552
-219
-28% -$7.54K ﹤0.01% 2643
2017
Q2 		$26K Buy
771
+126
+20% +$4.24K ﹤0.01% 2433
2017
Q1 		$20K Hold
645
– – ﹤0.01% 2521
2016
Q4 		$18K Buy
645
+328
+103% +$9.44K ﹤0.01% 2549
2016
Q3 		$9K Buy
317
+168
+113% +$4.8K ﹤0.01% 2921
2016
Q2 		$4K Buy
149
+127
+577% +$3.66K ﹤0.01% 3285
2016
Q1 		$1K Sell
22
-312
-93% -$8.97K ﹤0.01% 2271
2015
Q4 		$10K Buy
+334
New +$10.2K ﹤0.01% 2600

Other funds holding CAJ

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 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
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BWAM
Boyd Watterson Asset Management Cleveland, Ohio $326M AUM 28.17% 1-Year Est. Return

IFP Advisors's CAJ Position: Q2 2023 in Review

IFP Advisors sold out of Canon, Inc. (CAJ) in Q2 2023, closing a stake of 2,137 shares — an estimated $69K sold.

IFP Advisors first reported a position in CAJ in Q4 2015 and held it in 22 quarters. The position peaked at $112K in Q3 2022. 16 funds tracked by Wall St. Rank hold CAJ as of Q2 2023.

  • IFP Advisors reported no remaining Canon, Inc. position as of Q2 2023 after selling out during the quarter.
  • IFP Advisors sold 2,137 Canon, Inc. shares in Q2 2023, an estimated $69K.
  • IFP Advisors first reported a position in Canon, Inc. in Q4 2015 and held it in 22 quarters.
  • IFP Advisors's Canon, Inc. position peaked at $112K in Q3 2022.
  • 16 funds tracked by Wall St. Rank held Canon, Inc. as of Q2 2023.

Based on IFP Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.