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Wealthcare Advisory Partners’s CAE Inc CAE Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-65
Closed -$2K – 739
2021
Q1 		$2K Buy
+65
New +$1.73K ﹤0.01% 1846

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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
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Kayne Anderson Rudnick Investment Management
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Wealthcare Advisory Partners's CAE Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of CAE Inc (CAE) in Q2 2021, closing a stake of 65 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in CAE in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 190 funds tracked by Wall St. Rank hold CAE as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining CAE Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 65 CAE Inc shares in Q2 2021, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in CAE Inc in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's CAE Inc position peaked at $2K in Q1 2021.
  • 190 funds tracked by Wall St. Rank held CAE Inc as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.