WealthPLAN Partners’s CACI CACI Stock Holding History

WealthPLAN 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
2023 Q2	–	Sell	-28	Closed	-$8.3K	–	1277
2023 Q1	$8.3K	Buy	+28	New	+$8.25K	﹤0.01%	908

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's CACI Position: Q2 2023 in Review

WealthPLAN Partners sold out of CACI (CACI) in Q2 2023, closing a stake of 28 shares — an estimated $8.3K sold.

WealthPLAN Partners first reported a position in CACI in Q1 2023 and held it in 1 quarter. The position peaked at $8.3K in Q1 2023. 431 funds tracked by Wall St. Rank hold CACI as of Q2 2023.

WealthPLAN Partners reported no remaining CACI position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 28 CACI shares in Q2 2023, an estimated $8.3K.
WealthPLAN Partners first reported a position in CACI in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's CACI position peaked at $8.3K in Q1 2023.
431 funds tracked by Wall St. Rank held CACI as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.