Sutton Wealth Advisors’s CACI CACI Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-3	Closed	-$902	–	919
2022 Q4	$902	Hold	3	–	–	﹤0.01%	1353
2022 Q3	$783	Hold	3	–	–	﹤0.01%	1360
2022 Q2	$845	Buy	3 +1	+50%	+$278	﹤0.01%	1332
2022 Q1	$603	Hold	2	–	–	﹤0.01%	1451
2021 Q4	$538	Buy	+2	New	+$548	﹤0.01%	1502
2019 Q1	–	Sell	-506	Closed	-$72.9K	–	1181
2018 Q4	$72.9K	Hold	506	–	–	0.05%	229
2018 Q3	$93.2K	Hold	506	–	–	0.06%	207
2018 Q2	$85.3K	Hold	506	–	–	0.06%	213
2018 Q1	$76.6K	Hold	506	–	–	0.05%	219
2017 Q4	$67K	Hold	506	–	–	0.05%	226
2017 Q3	$70.5K	Hold	506	–	–	0.05%	223
2017 Q2	$63.3K	Hold	506	–	–	0.05%	232
2017 Q1	$59.4K	Hold	506	–	–	0.05%	236
2016 Q4	$62.9K	Hold	506	–	–	0.06%	228
2016 Q3	$51.1K	Hold	506	–	–	0.05%	256
2016 Q2	$45.7K	Hold	506	–	–	0.04%	255
2016 Q1	$54K	Buy	+506	New	+$47.3K	0.05%	238

Other funds holding CACI

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Bank of New York Mellon

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return