HWMA
CAE icon

Heritage Wealth Management (Arizona)’s CAE Inc CAE Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		$2K Hold
74
– – ﹤0.01% 805
2021
Q2 		$2K Buy
+74
New +$2.26K ﹤0.01% 826

Other funds holding CAE

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
Mackenzie Financial
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CAE Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) held its CAE Inc (CAE) position steady in Q3 2021 at 74 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Heritage Wealth Management (Arizona) first reported a position in CAE in Q2 2021 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold CAE as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 74 shares of CAE Inc worth $2K as of Q3 2021.
  • Heritage Wealth Management (Arizona) left its CAE Inc share count unchanged in Q3 2021.
  • CAE Inc made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #805 holding.
  • Heritage Wealth Management (Arizona) first reported a position in CAE Inc in Q2 2021 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held CAE Inc as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.