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WR Wealth Planners’s CAE Inc. Common Shares CAE Stock Holding History

WR Wealth Planners’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
2024
Q4 		$3.38K Hold
133
– – ﹤0.01% 764
2024
Q3 		$2.49K Sell
133
-84
-39% -$1.5K ﹤0.01% 864
2024
Q2 		$4.03K Buy
+217
New +$4.2K ﹤0.01% 756

Other funds holding CAE

Caisse de Depot et Placement du Quebec (CDPQ)
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return

WR Wealth Planners's CAE Position: Q4 2024 in Review

WR Wealth Planners held its CAE Inc. Common Shares (CAE) position steady in Q4 2024 at 133 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

WR Wealth Planners first reported a position in CAE in Q2 2024 and has held it in 3 quarters since. The position peaked at $4.03K in Q2 2024. 224 funds tracked by Wall St. Rank hold CAE as of Q4 2024.

  • WR Wealth Planners held 133 shares of CAE Inc. Common Shares worth $3.38K as of Q4 2024.
  • WR Wealth Planners left its CAE Inc. Common Shares share count unchanged in Q4 2024.
  • CAE Inc. Common Shares made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #764 holding.
  • WR Wealth Planners first reported a position in CAE Inc. Common Shares in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's CAE Inc. Common Shares position peaked at $4.03K in Q2 2024.
  • 224 funds tracked by Wall St. Rank held CAE Inc. Common Shares as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.