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Arkadios Wealth Advisors’s CAE Inc CAE Stock Holding History

Arkadios 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
2021
Q4 		– Sell
-2,514
Closed -$75K – 751
2021
Q3 		$75K Buy
2,514
+313
+14% +$9.27K 0.01% 759
2021
Q2 		$67K Buy
2,201
+680
+45% +$20.8K 0.01% 836
2021
Q1 		$43K Buy
1,521
+1,427
+1,518% +$38K 0.01% 725
2020
Q4 		$2K Sell
94
-37
-28% -$795 ﹤0.01% 1238
2020
Q3 		$2.11K Buy
+131
New +$1.98K ﹤0.01% 936

Other funds holding CAE

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Arkadios Wealth Advisors's CAE Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of CAE Inc (CAE) in Q4 2021, closing a stake of 2,514 shares — an estimated $75K sold.

Arkadios Wealth Advisors first reported a position in CAE in Q3 2020 and held it in 5 quarters. The position peaked at $75K in Q3 2021. 184 funds tracked by Wall St. Rank hold CAE as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining CAE Inc position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,514 CAE Inc shares in Q4 2021, an estimated $75K.
  • Arkadios Wealth Advisors first reported a position in CAE Inc in Q3 2020 and held it in 5 quarters.
  • Arkadios Wealth Advisors's CAE Inc position peaked at $75K in Q3 2021.
  • 184 funds tracked by Wall St. Rank held CAE Inc as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.