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Heritage Wealth Management (Arizona)’s CACI CACI Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$3.01K Buy
10
+5
+100% +$1.46K ﹤0.01% 940
2022
Q3 		$1K Hold
5
– – ﹤0.01% 923
2022
Q2 		$1.41K Sell
5
-473
-99% -$132K ﹤0.01% 909
2022
Q1 		$144K Buy
+478
New +$132K 0.04% 324
2021
Q3 		$83K Buy
317
+43
+16% +$11.1K 0.03% 373
2021
Q2 		$70K Buy
274
+62
+29% +$16K 0.03% 402
2021
Q1 		$52K Buy
+212
New +$50.7K 0.03% 368

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CACI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its CACI (CACI) stake by 100% in Q4 2022, buying an estimated $1.46K and bringing the position to 10 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Heritage Wealth Management (Arizona) first reported a position in CACI in Q1 2021 and has held it in 7 quarters since. The position peaked at $144K in Q1 2022. 435 funds tracked by Wall St. Rank hold CACI as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 10 shares of CACI worth $3.01K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 5 CACI shares in Q4 2022, an estimated $1.46K.
  • CACI made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #940 holding.
  • Heritage Wealth Management (Arizona) first reported a position in CACI in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s CACI position peaked at $144K in Q1 2022.
  • 435 funds tracked by Wall St. Rank held CACI as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.