LWM
CAJ

Liberty Wealth Management’s Canon, Inc. CAJ Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-6,266
Closed -$147K – 1182
2021
Q3 		$147K Buy
6,266
+4,648
+287% +$111K 0.05% 216
2021
Q2 		$37K Buy
1,618
+542
+50% +$12.8K 0.01% 383
2021
Q1 		$24K Hold
1,076
– – 0.01% 429
2020
Q4 		$24K Buy
+1,076
New +$19.4K 0.01% 426
2020
Q1 		– Sell
-63
Closed -$2K – 1014
2019
Q4 		$2K Buy
+63
New +$1.73K ﹤0.01% 795

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PPA
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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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Liberty Wealth Management's CAJ Position: Q4 2021 in Review

Liberty Wealth Management sold out of Canon, Inc. (CAJ) in Q4 2021, closing a stake of 6,266 shares — an estimated $147K sold.

Liberty Wealth Management first reported a position in CAJ in Q4 2019 and held it in 5 quarters. The position peaked at $147K in Q3 2021. 158 funds tracked by Wall St. Rank hold CAJ as of Q4 2021.

  • Liberty Wealth Management reported no remaining Canon, Inc. position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 6,266 Canon, Inc. shares in Q4 2021, an estimated $147K.
  • Liberty Wealth Management first reported a position in Canon, Inc. in Q4 2019 and held it in 5 quarters.
  • Liberty Wealth Management's Canon, Inc. position peaked at $147K in Q3 2021.
  • 158 funds tracked by Wall St. Rank held Canon, Inc. as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.