Harvest Group Wealth Management’s CAE Inc CAE Stock Holding History

Harvest Group Wealth Management’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 Q1	–	Sell	-1,273	Closed	-$35K	–	128
2020 Q4	$35K	Hold	1,273	–	–	0.02%	125
2020 Q3	$19K	Hold	1,273	–	–	0.01%	167
2020 Q2	$20K	Buy	1,273 +369	+41%	+$5.71K	0.02%	159
2020 Q1	$11K	Hold	904	–	–	0.01%	190
2019 Q4	$23K	Hold	904	–	–	0.02%	140
2019 Q3	$23K	Hold	904	–	–	0.03%	144
2019 Q2	$24K	Buy	904 +103	+13%	+$2.52K	0.03%	136
2019 Q1	$18K	Buy	+801	New	+$16.8K	0.02%	169

Other funds holding CAE

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Harvest Group Wealth Management's CAE Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of CAE Inc (CAE) in Q1 2021, closing a stake of 1,273 shares — an estimated $35K sold.

Harvest Group Wealth Management first reported a position in CAE in Q1 2019 and held it in 8 quarters. The position peaked at $35K in Q4 2020. 189 funds tracked by Wall St. Rank hold CAE as of Q1 2021.

Harvest Group Wealth Management reported no remaining CAE Inc position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 1,273 CAE Inc shares in Q1 2021, an estimated $35K.
Harvest Group Wealth Management first reported a position in CAE Inc in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's CAE Inc position peaked at $35K in Q4 2020.
189 funds tracked by Wall St. Rank held CAE Inc as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.