JPLA
CAJ

Joseph P. Lucia & Associates’s Canon, Inc. CAJ Stock Holding History

Joseph P. Lucia & Associates’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
2022
Q2 		– Sell
-70
Closed -$2K – 524
2022
Q1 		$2K Buy
+70
New +$1.68K ﹤0.01% 413
2021
Q4 		– Sell
-70
Closed -$2K – 591
2021
Q3 		$2K Hold
70
– – ﹤0.01% 533
2021
Q2 		$2K Hold
70
– – ﹤0.01% 534
2021
Q1 		$2K Hold
70
– – ﹤0.01% 521
2020
Q4 		$1K Buy
+70
New +$1.26K ﹤0.01% 476
2020
Q3 		– Sell
-70
Closed -$1K – 481
2020
Q2 		$1K Hold
70
– – ﹤0.01% 465
2020
Q1 		$2K Buy
+70
New +$1.76K ﹤0.01% 406

Other funds holding CAJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Joseph P. Lucia & Associates's CAJ Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of Canon, Inc. (CAJ) in Q2 2022, closing a stake of 70 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in CAJ in Q1 2020 and held it in 7 quarters. The position peaked at $2K in Q1 2022. 159 funds tracked by Wall St. Rank hold CAJ as of Q2 2022.

  • Joseph P. Lucia & Associates reported no remaining Canon, Inc. position as of Q2 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 70 Canon, Inc. shares in Q2 2022, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in Canon, Inc. in Q1 2020 and held it in 7 quarters.
  • Joseph P. Lucia & Associates's Canon, Inc. position peaked at $2K in Q1 2022.
  • 159 funds tracked by Wall St. Rank held Canon, Inc. as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.