Phoenix Financial’s CACI CACI Stock Holding History

Phoenix Financial’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 Q2	–	Sell	-1,017	Closed	-$384K	–	367
2024 Q1	$384K	Buy	+1,017	New	+$361K	0.01%	295

Other funds holding CACI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Phoenix Financial's CACI Position: Q2 2024 in Review

Phoenix Financial sold out of CACI (CACI) in Q2 2024, closing a stake of 1,017 shares — an estimated $384K sold.

Phoenix Financial first reported a position in CACI in Q1 2024 and held it in 1 quarter. The position peaked at $384K in Q1 2024. 536 funds tracked by Wall St. Rank hold CACI as of Q2 2024.

Phoenix Financial reported no remaining CACI position as of Q2 2024 after selling out during the quarter.
Phoenix Financial sold 1,017 CACI shares in Q2 2024, an estimated $384K.
Phoenix Financial first reported a position in CACI in Q1 2024 and held it in 1 quarter.
Phoenix Financial's CACI position peaked at $384K in Q1 2024.
536 funds tracked by Wall St. Rank held CACI as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.