Capital Performance Advisors’s CACI CACI Stock Holding History

Capital Performance Advisors’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
2024 Q4	–	Sell	-32	Closed	-$16.1K	–	566
2024 Q3	$16.1K	Buy	+32	New	+$14.8K	﹤0.01%	671

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

HKAM

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

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

Capital Performance Advisors's CACI Position: Q4 2024 in Review

Capital Performance Advisors sold out of CACI (CACI) in Q4 2024, closing a stake of 32 shares — an estimated $16.1K sold.

Capital Performance Advisors first reported a position in CACI in Q3 2024 and held it in 1 quarter. The position peaked at $16.1K in Q3 2024. 588 funds tracked by Wall St. Rank hold CACI as of Q4 2024.

Capital Performance Advisors reported no remaining CACI position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 32 CACI shares in Q4 2024, an estimated $16.1K.
Capital Performance Advisors first reported a position in CACI in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's CACI position peaked at $16.1K in Q3 2024.
588 funds tracked by Wall St. Rank held CACI as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.