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Cornerstone Wealth Management’s CACI CACI Stock Holding History

Cornerstone 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
2021
Q4 		– Sell
-802
Closed -$210K – 502
2021
Q3 		$210K Sell
802
-30
-4% -$7.75K 0.02% 428
2021
Q2 		$212K Hold
832
– – 0.02% 444
2021
Q1 		$205K Sell
832
-15
-2% -$3.59K 0.02% 433
2020
Q4 		$211K Buy
+847
New +$195K 0.03% 389

Other funds holding CACI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Cornerstone Wealth Management's CACI Position: Q4 2021 in Review

Cornerstone Wealth Management sold out of CACI (CACI) in Q4 2021, closing a stake of 802 shares — an estimated $210K sold.

Cornerstone Wealth Management first reported a position in CACI in Q4 2020 and held it in 4 quarters. The position peaked at $212K in Q2 2021. 409 funds tracked by Wall St. Rank hold CACI as of Q4 2021.

  • Cornerstone Wealth Management reported no remaining CACI position as of Q4 2021 after selling out during the quarter.
  • Cornerstone Wealth Management sold 802 CACI shares in Q4 2021, an estimated $210K.
  • Cornerstone Wealth Management first reported a position in CACI in Q4 2020 and held it in 4 quarters.
  • Cornerstone Wealth Management's CACI position peaked at $212K in Q2 2021.
  • 409 funds tracked by Wall St. Rank held CACI as of Q4 2021.

Based on Cornerstone Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.