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Transform Wealth’s CACI CACI Stock Holding History

Transform Wealth’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
2020
Q3 		– Sell
-1,084
Closed -$235K – 218
2020
Q2 		$235K Hold
1,084
– – 0.04% 201
2020
Q1 		$229K Sell
1,084
-16
-1% -$3.98K 0.05% 188
2019
Q4 		$275K Sell
1,100
-100
-8% -$23.3K 0.04% 195
2019
Q3 		$278K Hold
1,200
– – 0.05% 184
2019
Q2 		$246K Buy
1,200
+100
+9% +$19.8K 0.04% 215
2019
Q1 		$200K Sell
1,100
-300
-21% -$51.1K 0.04% 155
2018
Q4 		$202K Hold
1,400
– – 0.04% 172
2018
Q3 		$258K Hold
1,400
– – 0.04% 169
2018
Q2 		$236K Hold
1,400
– – 0.04% 199
2018
Q1 		$212K Buy
+1,400
New +$205K 0.04% 222
2017
Q2 		– Sell
-3,150
Closed -$369K – 67
2017
Q1 		$369K Sell
3,150
-650
-17% -$80.8K 0.14% 166
2016
Q4 		$472K Sell
3,800
-850
-18% -$98.2K 0.19% 151
2016
Q3 		$469K Sell
4,650
-400
-8% -$38.6K 0.2% 138
2016
Q2 		$457K Buy
+5,050
New +$501K 0.19% 144

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return