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Liberty Wealth Management’s CACI CACI Stock Holding History

Liberty 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
2021
Q4 		– Sell
-66
Closed -$18K – 296
2021
Q3 		$18K Buy
66
+32
+94% +$8.26K 0.01% 671
2021
Q2 		$9K Sell
34
-1
-3% -$258 ﹤0.01% 669
2021
Q1 		$8K Hold
35
– – ﹤0.01% 628
2020
Q4 		$8K Buy
35
+1
+3% +$230 ﹤0.01% 622
2020
Q3 		$7K Hold
34
– – ﹤0.01% 567
2020
Q2 		$7K Sell
34
-1
-3% -$239 ﹤0.01% 539
2020
Q1 		$7K Sell
35
-17
-33% -$4.22K 0.01% 510
2019
Q4 		$13K Hold
52
– – 0.01% 490
2019
Q3 		$12K Sell
52
-26
-33% -$5.61K 0.01% 482
2019
Q2 		$16K Hold
78
– – 0.01% 445
2019
Q1 		$14K Hold
78
– – 0.01% 384
2018
Q4 		$11K Buy
+78
New +$13.3K 0.01% 410

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Liberty Wealth Management's CACI Position: Q4 2021 in Review

Liberty Wealth Management sold out of CACI (CACI) in Q4 2021, closing a stake of 66 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in CACI in Q4 2018 and held it in 12 quarters. The position peaked at $18K in Q3 2021. 409 funds tracked by Wall St. Rank hold CACI as of Q4 2021.

  • Liberty Wealth Management reported no remaining CACI position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 66 CACI shares in Q4 2021, an estimated $18K.
  • Liberty Wealth Management first reported a position in CACI in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's CACI position peaked at $18K in Q3 2021.
  • 409 funds tracked by Wall St. Rank held CACI as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.