AWM
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Avior Wealth Management’s CACI CACI Stock Holding History

Avior Wealth Management’s Portfolio CACI Stock Details CACI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-512
Closed -$207K – 973
2024
Q4 		$207K Hold
512
– – 0.01% 693
2024
Q3 		$258K Buy
512
+16
+3% +$7.41K 0.01% 631
2024
Q2 		$216K Sell
496
-110
-18% -$44.9K 0.01% 650
2024
Q1 		$230K Buy
606
+601
+12,020% +$214K 0.01% 675
2023
Q4 		$1.62K Hold
5
– – ﹤0.01% 1329
2023
Q3 		$1.57K Hold
5
– – ﹤0.01% 1405
2023
Q2 		$1.7K Hold
5
– – ﹤0.01% 1367
2023
Q1 		$1.48K Buy
+5
New +$1.47K ﹤0.01% 1425

Other funds holding CACI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Avior Wealth Management's CACI Position: Q1 2025 in Review

Avior Wealth Management sold out of CACI (CACI) in Q1 2025, closing a stake of 512 shares — an estimated $207K sold.

Avior Wealth Management first reported a position in CACI in Q1 2023 and held it in 8 quarters. The position peaked at $258K in Q3 2024. 571 funds tracked by Wall St. Rank hold CACI as of Q1 2025.

  • Avior Wealth Management reported no remaining CACI position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 512 CACI shares in Q1 2025, an estimated $207K.
  • Avior Wealth Management first reported a position in CACI in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's CACI position peaked at $258K in Q3 2024.
  • 571 funds tracked by Wall St. Rank held CACI as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.