PWPS
CAJ

Pinnacle Wealth Planning Services’s Canon, Inc. CAJ Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-3,893
Closed -$76K – 2146
2020
Q4 		$76K Buy
+3,893
New +$70.2K 0.02% 595

Other funds holding CAJ

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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Pinnacle Wealth Planning Services's CAJ Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Canon, Inc. (CAJ) in Q1 2021, closing a stake of 3,893 shares — an estimated $76K sold.

Pinnacle Wealth Planning Services first reported a position in CAJ in Q4 2020 and held it in 1 quarter. The position peaked at $76K in Q4 2020. 133 funds tracked by Wall St. Rank hold CAJ as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Canon, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3,893 Canon, Inc. shares in Q1 2021, an estimated $76K.
  • Pinnacle Wealth Planning Services first reported a position in Canon, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Canon, Inc. position peaked at $76K in Q4 2020.
  • 133 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.