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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 – 164
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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TFO Wealth Partners's CACI Position: Q2 2024 in Review

TFO Wealth Partners sold out of CACI (CACI) in Q2 2024, closing a stake of 1 share — an estimated $379 sold.

TFO Wealth Partners first reported a position in CACI in Q2 2022 and held it in 7 quarters. The position peaked at $6K in Q2 2022. 536 funds tracked by Wall St. Rank hold CACI as of Q2 2024.

  • TFO Wealth Partners reported no remaining CACI position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 CACI share in Q2 2024, an estimated $379.
  • TFO Wealth Partners first reported a position in CACI in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's CACI position peaked at $6K in Q2 2022.
  • 536 funds tracked by Wall St. Rank held CACI as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.