VFA
CAJ

Valeo Financial Advisors’s Canon, Inc. CAJ Stock Holding History

Valeo Financial 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
Q3 		– Sell
-157
Closed -$3K – 2238
2020
Q2 		$3K Buy
157
+27
+21% +$559 ﹤0.01% 1702
2020
Q1 		$3K Buy
+130
New +$3.27K ﹤0.01% 1464
2018
Q4 		– Sell
-652
Closed -$18K – 1786
2018
Q3 		$18K Buy
652
+520
+394% +$16.5K ﹤0.01% 816
2018
Q2 		$4K Buy
+132
New +$4.56K ﹤0.01% 1219

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BRA
Biechele Royce Advisors Fishers, Indiana $303M AUM 20.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valeo Financial Advisors's CAJ Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Canon, Inc. (CAJ) in Q3 2020, closing a stake of 157 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in CAJ in Q2 2018 and held it in 4 quarters. The position peaked at $18K in Q3 2018. 113 funds tracked by Wall St. Rank hold CAJ as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Canon, Inc. position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 157 Canon, Inc. shares in Q3 2020, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Canon, Inc. in Q2 2018 and held it in 4 quarters.
  • Valeo Financial Advisors's Canon, Inc. position peaked at $18K in Q3 2018.
  • 113 funds tracked by Wall St. Rank held Canon, Inc. as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.