Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LWAC
Laurel Wealth Advisors (California)’s
CACI
CACI
Stock Holding History
Laurel Wealth Advisors (California)’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
$396K
Hold
1,318
–
–
0.04%
421
2022
Q3
$344K
Hold
1,318
–
–
0.04%
443
2022
Q2
$371K
Hold
1,318
–
–
0.04%
437
2022
Q1
$397K
Hold
1,318
–
–
0.03%
493
2021
Q4
$355K
Hold
1,318
–
–
0.03%
562
2021
Q3
$345K
Hold
1,318
–
–
0.06%
308
2021
Q2
$336K
Sell
1,318
-1,671
-56%
-$431K
0.04%
371
2021
Q1
$737K
Sell
2,989
-190
-6%
-$45.5K
0.11%
191
2020
Q4
$793K
Hold
3,179
–
–
0.12%
183
2020
Q3
$678K
Buy
3,179
+1,861
+141%
+$402K
0.11%
193
2020
Q2
$286K
Hold
1,318
–
–
0.05%
295
2020
Q1
$278K
Hold
1,318
–
–
0.06%
289
2019
Q4
$329K
Hold
1,318
–
–
0.06%
327
2019
Q3
$305K
Hold
1,318
–
–
0.05%
335
2019
Q2
$270K
Hold
1,318
–
–
0.06%
323
2019
Q1
$240K
Buy
+1,318
New
+$225K
0.06%
335
2018
Q4
–
Sell
-1,318
Closed
-$242K
–
363
2018
Q3
$242K
Hold
1,318
–
–
0.06%
337
2018
Q2
$222K
Buy
+1,318
New
+$213K
0.06%
343
Other funds holding CACI
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
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
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
SCM
Snyder Capital Management
San Francisco, California
$5.16B AUM
26.72%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close