Simplicity Wealth’s CACI CACI Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-2,542	Closed	-$1.09M	–	583
2024 Q2	$1.09M	Buy	2,542 +751	+42%	+$307K	0.02%	502
2024 Q1	$678K	Buy	+1,791	New	+$636K	0.02%	632

Other funds holding CACI

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

BlackRock New York $5.72T 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Simplicity Wealth's CACI Position: Q3 2024 in Review

Simplicity Wealth sold out of CACI (CACI) in Q3 2024, closing a stake of 2,542 shares — an estimated $1.09M sold.

Simplicity Wealth first reported a position in CACI in Q1 2024 and held it in 2 quarters. The position peaked at $1.09M in Q2 2024. 566 funds tracked by Wall St. Rank hold CACI as of Q3 2024.

Simplicity Wealth reported no remaining CACI position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 2,542 CACI shares in Q3 2024, an estimated $1.09M.
Simplicity Wealth first reported a position in CACI in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's CACI position peaked at $1.09M in Q2 2024.
566 funds tracked by Wall St. Rank held CACI as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.