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Valeo Financial Advisors’s CACI CACI Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-1
Closed – – 707
2021
Q1 		$0 Hold
1
– – ﹤0.01% 2033
2020
Q4 		$0 Hold
1
– – ﹤0.01% 1687
2020
Q3 		$0 Sell
1
-8
-89% -$1.73K ﹤0.01% 1660
2020
Q2 		$2K Hold
9
– – ﹤0.01% 1731
2020
Q1 		$2K Buy
+9
New +$2.24K ﹤0.01% 1492
2018
Q4 		– Sell
-21
Closed -$3.57K – 1508
2018
Q3 		$4K Buy
21
+16
+320% +$2.95K ﹤0.01% 1254
2018
Q2 		$1K Hold
5
– – ﹤0.01% 1433
2018
Q1 		$1K Hold
5
– – ﹤0.01% 1408
2017
Q4 		$1K Buy
+5
New +$675 ﹤0.01% 1255

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Valeo Financial Advisors's CACI Position: Q2 2021 in Review

Valeo Financial Advisors sold out of CACI (CACI) in Q2 2021, closing a stake of 1 share.

Valeo Financial Advisors first reported a position in CACI in Q4 2017 and held it in 9 quarters. The position peaked at $4K in Q3 2018. 392 funds tracked by Wall St. Rank hold CACI as of Q2 2021.

  • Valeo Financial Advisors reported no remaining CACI position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1 CACI share in Q2 2021.
  • Valeo Financial Advisors first reported a position in CACI in Q4 2017 and held it in 9 quarters.
  • Valeo Financial Advisors's CACI position peaked at $4K in Q3 2018.
  • 392 funds tracked by Wall St. Rank held CACI as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.