LWM
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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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return