Evoke Wealth’s CAE Inc CAE Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-169	Closed	-$3K	–	482
2022 Q3	$3K	Hold	169	–	–	﹤0.01%	956
2022 Q2	$4K	Hold	169	–	–	﹤0.01%	921
2022 Q1	$4K	Hold	169	–	–	﹤0.01%	940
2021 Q4	$4K	Hold	169	–	–	﹤0.01%	927
2021 Q3	$5K	Hold	169	–	–	﹤0.01%	837
2021 Q2	$5K	Hold	169	–	–	﹤0.01%	855
2021 Q1	$5K	Hold	169	–	–	﹤0.01%	829
2020 Q4	$5K	Hold	169	–	–	﹤0.01%	703
2020 Q3	$2K	Hold	169	–	–	﹤0.01%	829
2020 Q2	$3K	Hold	169	–	–	﹤0.01%	775
2020 Q1	$2.13K	Hold	169	–	–	﹤0.01%	788
2019 Q4	$4.47K	Hold	169	–	–	﹤0.01%	937
2019 Q3	$4.29K	Buy	+169	New	+$4.44K	﹤0.01%	1042

Other funds holding CAE

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Evoke Wealth's CAE Position: Q4 2022 in Review

Evoke Wealth sold out of CAE Inc (CAE) in Q4 2022, closing a stake of 169 shares — an estimated $3K sold.

Evoke Wealth first reported a position in CAE in Q3 2019 and held it in 13 quarters. The position peaked at $5K in Q3 2021. 190 funds tracked by Wall St. Rank hold CAE as of Q4 2022.

Evoke Wealth reported no remaining CAE Inc position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 169 CAE Inc shares in Q4 2022, an estimated $3K.
Evoke Wealth first reported a position in CAE Inc in Q3 2019 and held it in 13 quarters.
Evoke Wealth's CAE Inc position peaked at $5K in Q3 2021.
190 funds tracked by Wall St. Rank held CAE Inc as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.