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Arete Wealth Advisors’s CAE Inc CAE Stock Holding History

Arete Wealth Advisors’s Portfolio CAE Stock Details CAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,354
Closed -$257K – 682
2023
Q1 		$257K Buy
+11,354
New +$248K 0.02% 515

Other funds holding CAE

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Arete Wealth Advisors's CAE Position: Q2 2023 in Review

Arete Wealth Advisors sold out of CAE Inc (CAE) in Q2 2023, closing a stake of 11,354 shares — an estimated $257K sold.

Arete Wealth Advisors first reported a position in CAE in Q1 2023 and held it in 1 quarter. The position peaked at $257K in Q1 2023. 184 funds tracked by Wall St. Rank hold CAE as of Q2 2023.

  • Arete Wealth Advisors reported no remaining CAE Inc position as of Q2 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 11,354 CAE Inc shares in Q2 2023, an estimated $257K.
  • Arete Wealth Advisors first reported a position in CAE Inc in Q1 2023 and held it in 1 quarter.
  • Arete Wealth Advisors's CAE Inc position peaked at $257K in Q1 2023.
  • 184 funds tracked by Wall St. Rank held CAE Inc as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.