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Kingsview Wealth Management’s CACI CACI Stock Holding History

Kingsview 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 		– Sell
-801
Closed -$404K – 1114
2024
Q3 		$404K Buy
801
+298
+59% +$138K 0.01% 781
2024
Q2 		$216K Buy
+503
New +$205K 0.01% 963

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Kingsview Wealth Management sold out of CACI (CACI) in Q4 2024, closing a stake of 801 shares — an estimated $404K sold.

Kingsview Wealth Management first reported a position in CACI in Q2 2024 and held it in 2 quarters. The position peaked at $404K in Q3 2024. 589 funds tracked by Wall St. Rank hold CACI as of Q4 2024.

  • Kingsview Wealth Management reported no remaining CACI position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 801 CACI shares in Q4 2024, an estimated $404K.
  • Kingsview Wealth Management first reported a position in CACI in Q2 2024 and held it in 2 quarters.
  • Kingsview Wealth Management's CACI position peaked at $404K in Q3 2024.
  • 589 funds tracked by Wall St. Rank held CACI as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.