PWMG
CAJ

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

Prestige Wealth Management Group’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
Q1 		– Sell
-9
Closed – – 1039
2019
Q4 		$0 Sell
9
-26
-74% -$714 ﹤0.01% 691
2019
Q3 		$1K Buy
+35
New +$954 ﹤0.01% 573
2019
Q1 		– Sell
-76
Closed -$2K – 1204
2018
Q4 		$2K Buy
+76
New +$2.2K ﹤0.01% 905

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Prestige Wealth Management Group's CAJ Position: Q1 2020 in Review

Prestige Wealth Management Group sold out of Canon, Inc. (CAJ) in Q1 2020, closing a stake of 9 shares.

Prestige Wealth Management Group first reported a position in CAJ in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q4 2018. 121 funds tracked by Wall St. Rank hold CAJ as of Q1 2020.

  • Prestige Wealth Management Group reported no remaining Canon, Inc. position as of Q1 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 9 Canon, Inc. shares in Q1 2020.
  • Prestige Wealth Management Group first reported a position in Canon, Inc. in Q4 2018 and held it in 3 quarters.
  • Prestige Wealth Management Group's Canon, Inc. position peaked at $2K in Q4 2018.
  • 121 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2020.

Based on Prestige Wealth Management Group's 13F filing for Q1 2020, filed 15 May 2020.