SOA Wealth Advisors’s Canon, Inc. CAJ Stock Holding History

SOA Wealth 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
2023 Q1	–	Sell	-104	Closed	-$2.25K	–	983
2022 Q4	$2.25K	Hold	104	–	–	﹤0.01%	723
2022 Q3	$2K	Hold	104	–	–	﹤0.01%	738
2022 Q2	$2K	Hold	104	–	–	﹤0.01%	726
2022 Q1	$2K	Hold	104	–	–	﹤0.01%	829
2021 Q4	$2K	Hold	104	–	–	﹤0.01%	801
2021 Q3	$2K	Hold	104	–	–	﹤0.01%	812
2021 Q2	$2K	Hold	104	–	–	﹤0.01%	796
2021 Q1	$2K	Hold	104	–	–	﹤0.01%	735
2020 Q4	$2K	Buy	+104	New	+$1.88K	﹤0.01%	713

Other funds holding CAJ

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 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 $40.4B AUM 21.2% 1-Year Est. Return

KIA

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

SOA Wealth Advisors's CAJ Position: Q1 2023 in Review

SOA Wealth Advisors sold out of Canon, Inc. (CAJ) in Q1 2023, closing a stake of 104 shares — an estimated $2.25K sold.

SOA Wealth Advisors first reported a position in CAJ in Q4 2020 and held it in 9 quarters. The position peaked at $2.25K in Q4 2022. 39 funds tracked by Wall St. Rank hold CAJ as of Q1 2023.

SOA Wealth Advisors reported no remaining Canon, Inc. position as of Q1 2023 after selling out during the quarter.
SOA Wealth Advisors sold 104 Canon, Inc. shares in Q1 2023, an estimated $2.25K.
SOA Wealth Advisors first reported a position in Canon, Inc. in Q4 2020 and held it in 9 quarters.
SOA Wealth Advisors's Canon, Inc. position peaked at $2.25K in Q4 2022.
39 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2023.

Based on SOA Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.