KPW
CAJ

Kore Private Wealth’s Canon, Inc. CAJ Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-1,702
Closed -$33K – 1155
2020
Q2 		$33K Buy
1,702
+680
+67% +$14.1K 0.01% 551
2020
Q1 		$22K Buy
1,022
+442
+76% +$11.1K 0.01% 577
2019
Q4 		$16K Buy
+580
New +$15.9K ﹤0.01% 677

Other funds holding CAJ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BRA
Biechele Royce Advisors Fishers, Indiana $303M AUM 20.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kore Private Wealth's CAJ Position: Q3 2020 in Review

Kore Private Wealth sold out of Canon, Inc. (CAJ) in Q3 2020, closing a stake of 1,702 shares — an estimated $33K sold.

Kore Private Wealth first reported a position in CAJ in Q4 2019 and held it in 3 quarters. The position peaked at $33K in Q2 2020. 113 funds tracked by Wall St. Rank hold CAJ as of Q3 2020.

  • Kore Private Wealth reported no remaining Canon, Inc. position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,702 Canon, Inc. shares in Q3 2020, an estimated $33K.
  • Kore Private Wealth first reported a position in Canon, Inc. in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Canon, Inc. position peaked at $33K in Q2 2020.
  • 113 funds tracked by Wall St. Rank held Canon, Inc. as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.