WAM
CAJ

Wealthspire Advisors (Maryland)’s Canon, Inc. CAJ Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-674
Closed -$20K – 2246
2019
Q1 		$20K Buy
674
+20
+3% +$573 ﹤0.01% 1288
2018
Q4 		$18K Sell
654
-119
-15% -$3.45K ﹤0.01% 1255
2018
Q3 		$24K Buy
773
+94
+14% +$2.98K ﹤0.01% 1239
2018
Q2 		$22K Buy
679
+69
+11% +$2.38K ﹤0.01% 1287
2018
Q1 		$22K Hold
610
– – ﹤0.01% 1269
2017
Q4 		$23K Buy
610
+58
+11% +$2.17K ﹤0.01% 1290
2017
Q3 		$19K Buy
552
+43
+8% +$1.48K ﹤0.01% 1319
2017
Q2 		$17K Buy
509
+110
+28% +$3.7K ﹤0.01% 1330
2017
Q1 		$12K Buy
399
+359
+898% +$10.6K ﹤0.01% 1281
2016
Q4 		$1K Sell
40
-20
-33% -$575 ﹤0.01% 1700
2016
Q3 		$2K Sell
60
-279
-82% -$7.97K ﹤0.01% 1581
2016
Q2 		$10K Buy
339
+36
+12% +$1.04K ﹤0.01% 1211
2016
Q1 		$9K Sell
303
-148
-33% -$4.25K ﹤0.01% 1220
2015
Q4 		$14K Buy
+451
New +$13.7K ﹤0.01% 1100

Other funds holding CAJ

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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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CAJ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Canon, Inc. (CAJ) in Q2 2019, closing a stake of 674 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in CAJ in Q4 2015 and held it in 14 quarters. The position peaked at $24K in Q3 2018. 133 funds tracked by Wall St. Rank hold CAJ as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Canon, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 674 Canon, Inc. shares in Q2 2019, an estimated $20K.
  • Wealthspire Advisors (Maryland) first reported a position in Canon, Inc. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Canon, Inc. position peaked at $24K in Q3 2018.
  • 133 funds tracked by Wall St. Rank held Canon, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.