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Abound Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Abound Wealth Management’s Portfolio BAH Stock Details BAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-271
Closed -$25.1K – 1200
2023
Q1 		$25.1K Buy
+271
New +$25.7K 0.01% 180
2022
Q4 		– Sell
-486
Closed -$44.9K – 726
2022
Q3 		$44.9K Buy
+486
New +$46.1K 0.02% 122

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Abound Wealth Management's BAH Position: Q2 2023 in Review

Abound Wealth Management sold out of Booz Allen Hamilton (BAH) in Q2 2023, closing a stake of 271 shares — an estimated $25.1K sold.

Abound Wealth Management first reported a position in BAH in Q3 2022 and held it in 2 quarters. The position peaked at $44.9K in Q3 2022. 612 funds tracked by Wall St. Rank hold BAH as of Q2 2023.

  • Abound Wealth Management reported no remaining Booz Allen Hamilton position as of Q2 2023 after selling out during the quarter.
  • Abound Wealth Management sold 271 Booz Allen Hamilton shares in Q2 2023, an estimated $25.1K.
  • Abound Wealth Management first reported a position in Booz Allen Hamilton in Q3 2022 and held it in 2 quarters.
  • Abound Wealth Management's Booz Allen Hamilton position peaked at $44.9K in Q3 2022.
  • 612 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2023.

Based on Abound Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2024.