Creative Planning
CAE icon

Creative Planning’s CAE Inc CAE Stock Holding History

Creative Planning’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
2026
Q1 		$393K Buy
15,077
+798
+6% +$24.2K ﹤0.01% 3211
2025
Q4 		$434K Sell
14,279
-2,144
-13% -$60.1K ﹤0.01% 2955
2025
Q3 		$487K Buy
16,423
+507
+3% +$14.3K ﹤0.01% 2746
2025
Q2 		$466K Buy
15,916
+3,494
+28% +$88.1K ﹤0.01% 2526
2025
Q1 		$305K Sell
12,422
-1,824
-13% -$44.4K ﹤0.01% 2740
2024
Q4 		$362K Buy
14,246
+2,936
+26% +$61.9K ﹤0.01% 2517
2024
Q3 		$212K Buy
11,310
+133
+1% +$2.38K ﹤0.01% 2789
2024
Q2 		$208K Buy
+11,177
New +$216K ﹤0.01% 2649
2023
Q4 		– Sell
-12,066
Closed -$282K – 2799
2023
Q3 		$282K Buy
+12,066
New +$279K ﹤0.01% 1985
2022
Q2 		– Sell
-1,050
Closed -$27K – 2317
2022
Q1 		$27K Buy
+1,050
New +$26.7K ﹤0.01% 2111
2017
Q3 		– Sell
-2,368
Closed -$41K – 2146
2017
Q2 		$41K Buy
2,368
+100
+4% +$1.59K ﹤0.01% 2660
2017
Q1 		$35K Hold
2,268
– – ﹤0.01% 2721
2016
Q4 		$32K Buy
2,268
+411
+22% +$5.87K ﹤0.01% 2736
2016
Q3 		$26K Buy
+1,857
New +$25.2K ﹤0.01% 2860

Other funds holding CAE

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return