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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Transform Wealth's CACI Position: Q3 2020 in Review

Transform Wealth sold out of CACI (CACI) in Q3 2020, closing a stake of 1,084 shares — an estimated $235K sold.

Transform Wealth first reported a position in CACI in Q2 2016 and held it in 14 quarters. The position peaked at $472K in Q4 2016. 377 funds tracked by Wall St. Rank hold CACI as of Q3 2020.

Transform Wealth reported no remaining CACI position as of Q3 2020 after selling out during the quarter.
Transform Wealth sold 1,084 CACI shares in Q3 2020, an estimated $235K.
Transform Wealth first reported a position in CACI in Q2 2016 and held it in 14 quarters.
Transform Wealth's CACI position peaked at $472K in Q4 2016.
377 funds tracked by Wall St. Rank held CACI as of Q3 2020.

Based on Transform Wealth's 13F filing for Q3 2020, filed 21 Oct 2020.