Integrated Wealth Concepts’s CAE Inc CAE Stock Holding History

Integrated Wealth Concepts’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
2025 Q4	–	Sell	-7,640	Closed	-$226K	–	1673
2025 Q3	$226K	Sell	7,640 -3,858	-34%	-$109K	﹤0.01%	1787
2025 Q2	$337K	Buy	11,498 +529	+5%	+$13.3K	﹤0.01%	1494
2025 Q1	$270K	Sell	10,969 -433	-4%	-$10.6K	﹤0.01%	1468
2024 Q4	$289K	Buy	11,402 +21	+0.2%	+$443	﹤0.01%	1389
2024 Q3	$213K	Sell	11,381 -294	-3%	-$5.27K	﹤0.01%	1529
2024 Q2	$217K	Hold	11,675	–	–	﹤0.01%	1484
2024 Q1	$241K	Buy	+11,675	New	+$234K	﹤0.01%	1436

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

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

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