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Valeo Financial Advisors’s CAE Inc CAE Stock Holding History

Valeo Financial Advisors’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
2020
Q4 		– Sell
-800
Closed -$12K – 1688
2020
Q3 		$12K Buy
+800
New +$12.1K ﹤0.01% 1038

Other funds holding CAE

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
BGC
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Valeo Financial Advisors's CAE Position: Q4 2020 in Review

Valeo Financial Advisors sold out of CAE Inc (CAE) in Q4 2020, closing a stake of 800 shares — an estimated $12K sold.

Valeo Financial Advisors first reported a position in CAE in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 175 funds tracked by Wall St. Rank hold CAE as of Q4 2020.

  • Valeo Financial Advisors reported no remaining CAE Inc position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 800 CAE Inc shares in Q4 2020, an estimated $12K.
  • Valeo Financial Advisors first reported a position in CAE Inc in Q3 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's CAE Inc position peaked at $12K in Q3 2020.
  • 175 funds tracked by Wall St. Rank held CAE Inc as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.