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

Meridian 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
2023 Q1	–	Sell	-16,907	Closed	-$367K	–	567
2022 Q4	$367K	Hold	16,907	–	–	0.04%	370
2022 Q3	$369K	Sell	16,907 -18,804	-53%	-$443K	0.04%	326
2022 Q2	$811K	Buy	+35,711	New	+$862K	0.07%	273

Other funds holding CAJ

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $51.6B AUM 27.34% 1-Year Est. Return

KIA

KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return

Meridian Wealth Management's CAJ Position: Q1 2023 in Review

Meridian Wealth Management sold out of Canon, Inc. (CAJ) in Q1 2023, closing a stake of 16,907 shares — an estimated $367K sold.

Meridian Wealth Management first reported a position in CAJ in Q2 2022 and held it in 3 quarters. The position peaked at $811K in Q2 2022. 39 funds tracked by Wall St. Rank hold CAJ as of Q1 2023.

Meridian Wealth Management reported no remaining Canon, Inc. position as of Q1 2023 after selling out during the quarter.
Meridian Wealth Management sold 16,907 Canon, Inc. shares in Q1 2023, an estimated $367K.
Meridian Wealth Management first reported a position in Canon, Inc. in Q2 2022 and held it in 3 quarters.
Meridian Wealth Management's Canon, Inc. position peaked at $811K in Q2 2022.
39 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2023.

Based on Meridian Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.