WANY
CAJ

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

Wealthspire Advisors (New York)’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
Q1 		– Sell
-192
Closed -$5K – 857
2018
Q4 		$5K Buy
+192
New +$5.57K ﹤0.01% 664

Other funds holding CAJ

Renaissance Technologies
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wealthspire Advisors (New York)'s CAJ Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Canon, Inc. (CAJ) in Q1 2019, closing a stake of 192 shares — an estimated $5K sold.

Wealthspire Advisors (New York) first reported a position in CAJ in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 149 funds tracked by Wall St. Rank hold CAJ as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Canon, Inc. position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 192 Canon, Inc. shares in Q1 2019, an estimated $5K.
  • Wealthspire Advisors (New York) first reported a position in Canon, Inc. in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Canon, Inc. position peaked at $5K in Q4 2018.
  • 149 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.