Avior Wealth Management’s CAE Inc CAE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-152
Closed -$3.86K 974
2024
Q4
$3.86K Sell
152
-65
-30% -$1.37K ﹤0.01% 1953
2024
Q3
$4.07K Hold
217
﹤0.01% 1846
2024
Q2
$4.03K Sell
217
-3,356
-94% -$65K ﹤0.01% 1786
2024
Q1
$73.7K Buy
+3,573
New +$71.7K ﹤0.01% 1080

Other funds holding CAE

Avior Wealth Management's CAE Position: Q1 2025 in Review

Avior Wealth Management sold out of CAE Inc (CAE) in Q1 2025, closing a stake of 152 shares — an estimated $3.86K sold.

Avior Wealth Management first reported a position in CAE in Q1 2024 and held it in 4 quarters. The position peaked at $73.7K in Q1 2024. 229 funds tracked by Wall St. Rank hold CAE as of Q1 2025.

  • Avior Wealth Management reported no remaining CAE Inc position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 152 CAE Inc shares in Q1 2025, an estimated $3.86K.
  • Avior Wealth Management first reported a position in CAE Inc in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's CAE Inc position peaked at $73.7K in Q1 2024.
  • 229 funds tracked by Wall St. Rank held CAE Inc as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.