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 – 2714
2022
Q2 		$1K Buy
+32
New +$772 ﹤0.01% 2629

Other funds holding CAJ

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GIC
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RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $1.77B AUM 31.28% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BWAM
Boyd Watterson Asset Management Cleveland, Ohio $326M AUM 28.17% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return