CFM Wealth Partners’s CACI CACI Stock Holding History

CFM Wealth Partners’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
2020 Q3	–	Sell	-384	Closed	-$83K	–	201
2020 Q2	$83K	Sell	384 -33	-8%	-$7.89K	0.03%	221
2020 Q1	$88K	Hold	417	–	–	0.04%	209
2019 Q4	$112K	Buy	+417	New	+$97.1K	0.04%	197

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CFM Wealth Partners's CACI Position: Q3 2020 in Review

CFM Wealth Partners sold out of CACI (CACI) in Q3 2020, closing a stake of 384 shares — an estimated $83K sold.

CFM Wealth Partners first reported a position in CACI in Q4 2019 and held it in 3 quarters. The position peaked at $112K in Q4 2019. 377 funds tracked by Wall St. Rank hold CACI as of Q3 2020.

CFM Wealth Partners reported no remaining CACI position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 384 CACI shares in Q3 2020, an estimated $83K.
CFM Wealth Partners first reported a position in CACI in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's CACI position peaked at $112K in Q4 2019.
377 funds tracked by Wall St. Rank held CACI as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.