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TFO Wealth Partners’s CACI CACI Stock Holding History

TFO 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
Q2 		– Sell
-1
Closed -$379 – 165
2024
Q1 		$379 Hold
1
– – ﹤0.01% 328
2023
Q4 		$324 Hold
1
– – ﹤0.01% 491
2023
Q3 		$341 Hold
1
– – ﹤0.01% 601
2023
Q2 		$341 Hold
1
– – ﹤0.01% 375
2023
Q1 		$296 Sell
1
-146
-99% -$43K ﹤0.01% 377
2022
Q4 		$3.61K Buy
+147
New +$42.9K ﹤0.01% 195
2022
Q3 		– Sell
-23
Closed -$6K – 185
2022
Q2 		$6K Buy
+23
New +$6.4K ﹤0.01% 184

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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