IBEX Wealth Advisors’s CACI CACI Stock Holding History

IBEX Wealth Advisors’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	–	Sell	-40,857	Closed	-$6.26M	–	213
2024 Q3	$6.26M	Buy	40,857 +40,825	+127,578%	+$18.9M	1.71%	18
2024 Q2	$13.8K	Buy	+32	New	+$13.1K	﹤0.01%	211

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

IBEX Wealth Advisors's CACI Position: Q4 2024 in Review

IBEX Wealth Advisors sold out of CACI (CACI) in Q4 2024, closing a stake of 40,857 shares — an estimated $6.26M sold.

IBEX Wealth Advisors first reported a position in CACI in Q2 2024 and held it in 2 quarters. The position peaked at $6.26M in Q3 2024. 588 funds tracked by Wall St. Rank hold CACI as of Q4 2024.

IBEX Wealth Advisors reported no remaining CACI position as of Q4 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 40,857 CACI shares in Q4 2024, an estimated $6.26M.
IBEX Wealth Advisors first reported a position in CACI in Q2 2024 and held it in 2 quarters.
IBEX Wealth Advisors's CACI position peaked at $6.26M in Q3 2024.
588 funds tracked by Wall St. Rank held CACI as of Q4 2024.

Based on IBEX Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.