SWM
CAJ

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

Spire 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
2024
Q4 		– Sell
-313
Closed -$10.3K – 2547
2024
Q3 		$10.3K Sell
313
-50
-14% -$1.65K ﹤0.01% 1619
2024
Q2 		$9.85K Buy
363
+32
+10% +$868 ﹤0.01% 1639
2024
Q1 		$9.85K Sell
331
-32
-9% -$952 ﹤0.01% 1715
2023
Q4 		$9.17K Buy
363
+331
+1,034% +$8.36K ﹤0.01% 1780
2023
Q3 		$768 Hold
32
– – ﹤0.01% 2299
2023
Q2 		$841 Hold
32
– – ﹤0.01% 2328
2023
Q1 		$712 Buy
+32
New +$702 ﹤0.01% 2430
2022
Q3 		– Sell
-32
Closed -$1K – 2713
2022
Q2 		$1K Buy
+32
New +$772 ﹤0.01% 2629

Other funds holding CAJ

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BWAM
Boyd Watterson Asset Management Cleveland, Ohio $371M AUM 33.49% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Spire Wealth Management's CAJ Position: Q4 2024 in Review

Spire Wealth Management sold out of Canon, Inc. (CAJ) in Q4 2024, closing a stake of 313 shares — an estimated $10.3K sold.

Spire Wealth Management first reported a position in CAJ in Q2 2022 and held it in 8 quarters. The position peaked at $10.3K in Q3 2024. 9 funds tracked by Wall St. Rank hold CAJ as of Q4 2024.

  • Spire Wealth Management reported no remaining Canon, Inc. position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 313 Canon, Inc. shares in Q4 2024, an estimated $10.3K.
  • Spire Wealth Management first reported a position in Canon, Inc. in Q2 2022 and held it in 8 quarters.
  • Spire Wealth Management's Canon, Inc. position peaked at $10.3K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Canon, Inc. as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.