SWP
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Stratos Wealth Partners’s CACI CACI Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-451
Closed -$228K – 1466
2024
Q3 		$228K Buy
+451
New +$209K ﹤0.01% 1277
2022
Q4 		– Sell
-905
Closed -$236K – 1145
2022
Q3 		$236K Sell
905
-222
-20% -$62.5K 0.01% 959
2022
Q2 		$318K Sell
1,127
-175
-13% -$48.7K 0.01% 903
2022
Q1 		$392K Buy
1,302
+179
+16% +$49.4K 0.01% 899
2021
Q4 		$302K Buy
+1,123
New +$308K 0.01% 996
2021
Q3 		– Sell
-865
Closed -$221K – 1196
2021
Q2 		$221K Buy
+865
New +$223K 0.01% 1082
2018
Q4 		– Sell
-110
Closed -$20K – 1031
2018
Q3 		$20K Buy
+110
New +$20.3K ﹤0.01% 1867
2018
Q2 		– Sell
-122
Closed -$18K – 1179
2018
Q1 		$18K Hold
122
– – ﹤0.01% 2045
2017
Q4 		$16K Buy
+122
New +$16.5K ﹤0.01% 1981

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return