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Focused Wealth Management’s CACI CACI Stock Holding History

Focused 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
Q1 		– Sell
-93
Closed -$30.1K – 311
2023
Q4 		$30.1K Buy
+93
New +$30.2K 0.01% 376

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focused Wealth Management's CACI Position: Q1 2024 in Review

Focused Wealth Management sold out of CACI (CACI) in Q1 2024, closing a stake of 93 shares — an estimated $30.1K sold.

Focused Wealth Management first reported a position in CACI in Q4 2023 and held it in 1 quarter. The position peaked at $30.1K in Q4 2023. 497 funds tracked by Wall St. Rank hold CACI as of Q1 2024.

  • Focused Wealth Management reported no remaining CACI position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 93 CACI shares in Q1 2024, an estimated $30.1K.
  • Focused Wealth Management first reported a position in CACI in Q4 2023 and held it in 1 quarter.
  • Focused Wealth Management's CACI position peaked at $30.1K in Q4 2023.
  • 497 funds tracked by Wall St. Rank held CACI as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.