MWM
CACI icon

Meridian Wealth Management’s CACI CACI Stock Holding History

Meridian 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
2020
Q2 		– Sell
-2,621
Closed -$553K – 230
2020
Q1 		$553K Buy
2,621
+1,351
+106% +$336K 0.25% 85
2019
Q4 		$317K Sell
1,270
-16
-1% -$3.72K 0.15% 146
2019
Q3 		$297K Buy
1,286
+90
+8% +$19.4K 0.14% 151
2019
Q2 		$245K Buy
+1,196
New +$236K 0.1% 177

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Meridian Wealth Management's CACI Position: Q2 2020 in Review

Meridian Wealth Management sold out of CACI (CACI) in Q2 2020, closing a stake of 2,621 shares — an estimated $553K sold.

Meridian Wealth Management first reported a position in CACI in Q2 2019 and held it in 4 quarters. The position peaked at $553K in Q1 2020. 400 funds tracked by Wall St. Rank hold CACI as of Q2 2020.

  • Meridian Wealth Management reported no remaining CACI position as of Q2 2020 after selling out during the quarter.
  • Meridian Wealth Management sold 2,621 CACI shares in Q2 2020, an estimated $553K.
  • Meridian Wealth Management first reported a position in CACI in Q2 2019 and held it in 4 quarters.
  • Meridian Wealth Management's CACI position peaked at $553K in Q1 2020.
  • 400 funds tracked by Wall St. Rank held CACI as of Q2 2020.

Based on Meridian Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.