RIA
CAJ

Regal Investment Advisors’s Canon, Inc. CAJ Stock Holding History

Regal Investment Advisors’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
-7,623
Closed -$208K – 330
2019
Q4 		$208K Buy
+7,623
New +$209K 0.04% 316
2019
Q2 		– Sell
-7,364
Closed -$214K – 384
2019
Q1 		$214K Buy
+7,364
New +$211K 0.04% 285

Other funds holding CAJ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $55.1B AUM 45.38% 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

Regal Investment Advisors's CAJ Position: Q1 2020 in Review

Regal Investment Advisors sold out of Canon, Inc. (CAJ) in Q1 2020, closing a stake of 7,623 shares — an estimated $208K sold.

Regal Investment Advisors first reported a position in CAJ in Q1 2019 and held it in 2 quarters. The position peaked at $214K in Q1 2019. 121 funds tracked by Wall St. Rank hold CAJ as of Q1 2020.

  • Regal Investment Advisors reported no remaining Canon, Inc. position as of Q1 2020 after selling out during the quarter.
  • Regal Investment Advisors sold 7,623 Canon, Inc. shares in Q1 2020, an estimated $208K.
  • Regal Investment Advisors first reported a position in Canon, Inc. in Q1 2019 and held it in 2 quarters.
  • Regal Investment Advisors's Canon, Inc. position peaked at $214K in Q1 2019.
  • 121 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2020.

Based on Regal Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.