Lumature Wealth Partners’s CAE Inc. Common Shares CAE Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$7.16K	Hold	320	–	–	﹤0.01%	328
2023 Q1	$7.24K	Buy	+320	New	+$6.99K	﹤0.01%	321
2022 Q2	–	Sell	-320	Closed	-$8K	–	414
2022 Q1	$8K	Hold	320	–	–	﹤0.01%	349
2021 Q4	$8K	Hold	320	–	–	﹤0.01%	345
2021 Q3	$10K	Hold	320	–	–	﹤0.01%	329
2021 Q2	$10K	Hold	320	–	–	﹤0.01%	295
2021 Q1	$9K	Buy	+320	New	+$8.51K	﹤0.01%	290

Other funds holding CAE

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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 $14.8B AUM 15.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Lumature Wealth Partners's CAE Position: Q2 2023 in Review

Lumature Wealth Partners held its CAE Inc. Common Shares (CAE) position steady in Q2 2023 at 320 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Lumature Wealth Partners first reported a position in CAE in Q1 2021 and has held it in 7 quarters since. The position peaked at $10K in Q3 2021. 185 funds tracked by Wall St. Rank hold CAE as of Q2 2023.

Lumature Wealth Partners held 320 shares of CAE Inc. Common Shares worth $7.16K as of Q2 2023.
Lumature Wealth Partners left its CAE Inc. Common Shares share count unchanged in Q2 2023.
CAE Inc. Common Shares made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #328 holding.
Lumature Wealth Partners first reported a position in CAE Inc. Common Shares in Q1 2021 and has held it in 7 quarters since.
Lumature Wealth Partners's CAE Inc. Common Shares position peaked at $10K in Q3 2021.
185 funds tracked by Wall St. Rank held CAE Inc. Common Shares as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.