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WR Wealth Planners’s CACI CACI Stock Holding History

WR Wealth Planners’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
2024
Q4 		$14.9K Hold
37
– – ﹤0.01% 529
2024
Q3 		$18.7K Buy
37
+5
+16% +$2.31K 0.01% 500
2024
Q2 		$13.8K Hold
32
– – ﹤0.01% 519
2024
Q1 		$12.1K Buy
+32
New +$11.4K ﹤0.01% 560
2023
Q4 		– Sell
-31
Closed -$9.73K – 270
2023
Q3 		$9.73K Hold
31
– – ﹤0.01% 572
2023
Q2 		$10.6K Hold
31
– – ﹤0.01% 552
2023
Q1 		$9.19K Buy
+31
New +$9.14K ﹤0.01% 577

Other funds holding CACI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WR Wealth Planners's CACI Position: Q4 2024 in Review

WR Wealth Planners held its CACI (CACI) position steady in Q4 2024 at 37 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

WR Wealth Planners first reported a position in CACI in Q1 2023 and has held it in 7 quarters since. The position peaked at $18.7K in Q3 2024. 588 funds tracked by Wall St. Rank hold CACI as of Q4 2024.

  • WR Wealth Planners held 37 shares of CACI worth $14.9K as of Q4 2024.
  • WR Wealth Planners left its CACI share count unchanged in Q4 2024.
  • CACI made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #529 holding.
  • WR Wealth Planners first reported a position in CACI in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's CACI position peaked at $18.7K in Q3 2024.
  • 588 funds tracked by Wall St. Rank held CACI as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.