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Tyler-Stone Wealth Management’s CACI CACI Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-50
Closed -$17K – 912
2023
Q2 		$17K Buy
+50
New +$15.5K 0.01% 504
2022
Q4 		$15K Hold
50
– – 0.01% 485
2022
Q3 		$13K Hold
50
– – 0.01% 498
2022
Q2 		$14K Hold
50
– – 0.01% 500
2022
Q1 		$15K Hold
50
– – 0.01% 498
2021
Q4 		$13K Buy
+50
New +$13.7K 0.01% 556

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
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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tyler-Stone Wealth Management's CACI Position: Q3 2023 in Review

Tyler-Stone Wealth Management sold out of CACI (CACI) in Q3 2023, closing a stake of 50 shares — an estimated $17K sold.

Tyler-Stone Wealth Management first reported a position in CACI in Q4 2021 and held it in 6 quarters. The position peaked at $17K in Q2 2023. 443 funds tracked by Wall St. Rank hold CACI as of Q3 2023.

  • Tyler-Stone Wealth Management reported no remaining CACI position as of Q3 2023 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 50 CACI shares in Q3 2023, an estimated $17K.
  • Tyler-Stone Wealth Management first reported a position in CACI in Q4 2021 and held it in 6 quarters.
  • Tyler-Stone Wealth Management's CACI position peaked at $17K in Q2 2023.
  • 443 funds tracked by Wall St. Rank held CACI as of Q3 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.