Lumature Wealth Partners’s CAE Inc 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 $100B AUM 36.93% 1-Year Est. Return

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

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 (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. 184 funds tracked by Wall St. Rank hold CAE as of Q2 2023.

Lumature Wealth Partners held 320 shares of CAE Inc worth $7.16K as of Q2 2023.
Lumature Wealth Partners left its CAE Inc share count unchanged in Q2 2023.
CAE Inc 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 in Q1 2021 and has held it in 7 quarters since.
Lumature Wealth Partners's CAE Inc position peaked at $10K in Q3 2021.
184 funds tracked by Wall St. Rank held CAE Inc as of Q2 2023.

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