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Joseph P. Lucia & Associates’s CAE Inc CAE Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		– Sell
-30
Closed -$1K – 576
2021
Q1 		$1K Buy
+30
New +$798 ﹤0.01% 529

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BGC
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Invesco
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Wellington Management Group
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Royal Bank of Canada
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Joseph P. Lucia & Associates's CAE Position: Q2 2021 in Review

Joseph P. Lucia & Associates sold out of CAE Inc (CAE) in Q2 2021, closing a stake of 30 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in CAE in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 190 funds tracked by Wall St. Rank hold CAE as of Q2 2021.

  • Joseph P. Lucia & Associates reported no remaining CAE Inc position as of Q2 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 30 CAE Inc shares in Q2 2021, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in CAE Inc in Q1 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's CAE Inc position peaked at $1K in Q1 2021.
  • 190 funds tracked by Wall St. Rank held CAE Inc as of Q2 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2021, filed 27 Jul 2021.