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Concord Wealth Partners’s CAE Inc CAE Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-53
Closed -$1.03K – 1026
2022
Q4 		$1.03K Buy
+53
New +$1.02K ﹤0.01% 1057
2022
Q3 		– Sell
-53
Closed -$1K – 293
2022
Q2 		$1K Hold
53
– – ﹤0.01% 1106
2022
Q1 		$1K Hold
53
– – ﹤0.01% 1178
2021
Q4 		$1K Buy
+53
New +$1.48K ﹤0.01% 1201

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Concord Wealth Partners's CAE Position: Q1 2023 in Review

Concord Wealth Partners sold out of CAE Inc (CAE) in Q1 2023, closing a stake of 53 shares — an estimated $1.03K sold.

Concord Wealth Partners first reported a position in CAE in Q4 2021 and held it in 4 quarters. The position peaked at $1.03K in Q4 2022. 180 funds tracked by Wall St. Rank hold CAE as of Q1 2023.

  • Concord Wealth Partners reported no remaining CAE Inc position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 53 CAE Inc shares in Q1 2023, an estimated $1.03K.
  • Concord Wealth Partners first reported a position in CAE Inc in Q4 2021 and held it in 4 quarters.
  • Concord Wealth Partners's CAE Inc position peaked at $1.03K in Q4 2022.
  • 180 funds tracked by Wall St. Rank held CAE Inc as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.