Executive Wealth Management’s CACI CACI Stock Holding History

Executive 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
2024 Q4	$303K	Sell	750 -4	-0.5%	-$1.95K	0.02%	210
2024 Q3	$380K	Buy	+754	New	+$349K	0.03%	195
2024 Q2	–	Sell	-750	Closed	-$281K	–	141
2024 Q1	$281K	Hold	750	–	–	0.02%	202
2023 Q4	$243K	Hold	750	–	–	0.02%	192
2023 Q3	$235K	Hold	750	–	–	0.02%	180
2023 Q2	$256K	Sell	750 -300	-29%	-$93.2K	0.03%	170
2023 Q1	$311K	Hold	1,050	–	–	0.03%	157
2022 Q4	$316K	Buy	1,050 +776	+283%	+$226K	0.04%	156
2022 Q3	$274	Sell	274 -776	-74%	-$219K	0.04%	152
2022 Q2	$295K	Hold	1,050	–	–	0.04%	146
2022 Q1	$316K	Hold	1,050	–	–	0.03%	159
2021 Q4	$282K	Hold	1,050	–	–	0.03%	167
2021 Q3	$275K	Hold	1,050	–	–	0.03%	156
2021 Q2	$267K	Hold	1,050	–	–	0.03%	164
2021 Q1	$258K	Hold	1,050	–	–	0.03%	166
2020 Q4	$261K	Hold	1,050	–	–	0.03%	152
2020 Q3	$223K	Hold	1,050	–	–	0.03%	140
2020 Q2	$227K	Hold	1,050	–	–	0.03%	125
2020 Q1	$221K	Hold	1,050	–	–	0.04%	116
2019 Q4	$262K	Buy	+1,050	New	+$244K	0.04%	130

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

Executive Wealth Management's CACI Position: Q4 2024 in Review

Executive Wealth Management reduced its CACI (CACI) stake by 0.53% in Q4 2024, selling an estimated $1.95K and leaving 750 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #210.

Executive Wealth Management first reported a position in CACI in Q4 2019 and has held it in 20 quarters since. The position peaked at $380K in Q3 2024. 588 funds tracked by Wall St. Rank hold CACI as of Q4 2024.

Executive Wealth Management held 750 shares of CACI worth $303K as of Q4 2024.
Executive Wealth Management sold 4 CACI shares in Q4 2024, an estimated $1.95K.
CACI made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #210 holding.
Executive Wealth Management first reported a position in CACI in Q4 2019 and has held it in 20 quarters since.
Executive Wealth Management's CACI position peaked at $380K in Q3 2024.
588 funds tracked by Wall St. Rank held CACI as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.