BerganKDV Wealth Management’s CACI CACI Stock Holding History

BerganKDV 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
2023 Q2	–	Sell	-13	Closed	-$3.85K	–	898
2023 Q1	$3.85K	Buy	+13	New	+$3.83K	﹤0.01%	730

Other funds holding CACI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BerganKDV Wealth Management's CACI Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of CACI (CACI) in Q2 2023, closing a stake of 13 shares — an estimated $3.85K sold.

BerganKDV Wealth Management first reported a position in CACI in Q1 2023 and held it in 1 quarter. The position peaked at $3.85K in Q1 2023. 432 funds tracked by Wall St. Rank hold CACI as of Q2 2023.

BerganKDV Wealth Management reported no remaining CACI position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 13 CACI shares in Q2 2023, an estimated $3.85K.
BerganKDV Wealth Management first reported a position in CACI in Q1 2023 and held it in 1 quarter.
BerganKDV Wealth Management's CACI position peaked at $3.85K in Q1 2023.
432 funds tracked by Wall St. Rank held CACI as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.