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Concord Wealth Partners’s CACI CACI Stock Holding History

Concord 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
2023
Q4 		– Sell
-9
Closed -$2.83K – 845
2023
Q3 		$2.83K Hold
9
– – ﹤0.01% 816
2023
Q2 		$3.07K Hold
9
– – ﹤0.01% 803
2023
Q1 		$2.67K Hold
9
– – ﹤0.01% 767
2022
Q4 		$2.71K Buy
+9
New +$2.63K ﹤0.01% 888
2022
Q3 		– Sell
-9
Closed -$3K – 292
2022
Q2 		$3K Sell
9
-34
-79% -$9.46K ﹤0.01% 922
2022
Q1 		$13K Hold
43
– – ﹤0.01% 709
2021
Q4 		$12K Buy
43
+31
+258% +$8.49K ﹤0.01% 740
2021
Q3 		$3K Sell
12
-12
-50% -$3.1K ﹤0.01% 669
2021
Q2 		$6K Buy
24
+2
+9% +$516 ﹤0.01% 700
2021
Q1 		$5K Buy
+22
New +$5.26K ﹤0.01% 657

Other funds holding CACI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return