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

JFS 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	-209	Closed	-$4.53K	–	2004
2022 Q4	$4.53K	Sell	209 -75	-26%	-$1.67K	﹤0.01%	1027
2022 Q3	$6K	Sell	284 -86	-23%	-$2.03K	﹤0.01%	957
2022 Q2	$8K	Buy	370 +3	+0.8%	+$72	﹤0.01%	853
2022 Q1	$9K	Buy	367 +302	+465%	+$7.24K	﹤0.01%	846
2021 Q4	$2K	Buy	+65	New	+$1.53K	﹤0.01%	1218
2017 Q2	–	Sell	-1,579	Closed	-$44K	–	457
2017 Q1	$44K	Hold	1,579	–	–	0.01%	231
2016 Q4	$44K	Sell	1,579 -576	-27%	-$16.6K	0.01%	231
2016 Q3	$63K	Sell	2,155 -600	-22%	-$17.1K	0.02%	217
2016 Q2	$79K	Hold	2,755	–	–	0.02%	215
2016 Q1	$82K	Hold	2,755	–	–	0.02%	194
2015 Q4	$83K	Hold	2,755	–	–	0.02%	196
2015 Q3	$80K	Hold	2,755	–	–	0.04%	169
2015 Q2	$89K	Sell	2,755 -410	-13%	-$14.5K	0.05%	134
2015 Q1	$112K	Hold	3,165	–	–	0.05%	125
2014 Q4	$100K	Sell	3,165 -130	-4%	-$4.1K	0.02%	128
2014 Q3	$107K	Hold	3,295	–	–	0.02%	121
2014 Q2	$108K	Buy	+3,295	New	+$106K	0.02%	121

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

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

JFS Wealth Advisors sold out of Canon, Inc. (CAJ) in Q1 2023, closing a stake of 209 shares — an estimated $4.53K sold.

JFS Wealth Advisors first reported a position in CAJ in Q2 2014 and held it in 17 quarters. The position peaked at $112K in Q1 2015. 39 funds tracked by Wall St. Rank hold CAJ as of Q1 2023.

JFS Wealth Advisors reported no remaining Canon, Inc. position as of Q1 2023 after selling out during the quarter.
JFS Wealth Advisors sold 209 Canon, Inc. shares in Q1 2023, an estimated $4.53K.
JFS Wealth Advisors first reported a position in Canon, Inc. in Q2 2014 and held it in 17 quarters.
JFS Wealth Advisors's Canon, Inc. position peaked at $112K in Q1 2015.
39 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.