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TCI Wealth Advisors’s CACI CACI Stock Holding History

TCI 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
Q2 		– Sell
-73
Closed -$21.6K – 512
2023
Q1 		$21.6K Hold
73
– – ﹤0.01% 674
2022
Q4 		$21.9K Sell
73
-4
-5% -$1.17K ﹤0.01% 655
2022
Q3 		$20K Buy
77
+2
+3% +$563 ﹤0.01% 649
2022
Q2 		$21K Buy
75
+27
+56% +$7.51K ﹤0.01% 619
2022
Q1 		$14K Hold
48
– – ﹤0.01% 868
2021
Q4 		$13K Buy
48
+3
+7% +$822 ﹤0.01% 959
2021
Q3 		$12K Buy
45
+20
+80% +$5.16K ﹤0.01% 962
2021
Q2 		$6K Buy
25
+2
+9% +$516 ﹤0.01% 1283
2021
Q1 		$6K Buy
+23
New +$5.5K ﹤0.01% 1125
2016
Q3 		– Sell
-10
Closed -$1K – 1359
2016
Q2 		$1K Hold
10
– – ﹤0.01% 1036
2016
Q1 		$1K Buy
+10
New +$935 ﹤0.01% 1057

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TCI Wealth Advisors's CACI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of CACI (CACI) in Q2 2023, closing a stake of 73 shares — an estimated $21.6K sold.

TCI Wealth Advisors first reported a position in CACI in Q1 2016 and held it in 11 quarters. The position peaked at $21.9K in Q4 2022. 431 funds tracked by Wall St. Rank hold CACI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining CACI position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 73 CACI shares in Q2 2023, an estimated $21.6K.
  • TCI Wealth Advisors first reported a position in CACI in Q1 2016 and held it in 11 quarters.
  • TCI Wealth Advisors's CACI position peaked at $21.9K in Q4 2022.
  • 431 funds tracked by Wall St. Rank held CACI as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.