AWM
BAH icon

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

Accurate 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
Q1 		– Sell
-140
Closed -$13.6K – 343
2022
Q4 		$13.6K Buy
+140
New +$14.6K 0.01% 785

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 $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Accurate Wealth Management's BAH Position: Q1 2023 in Review

Accurate Wealth Management sold out of Booz Allen Hamilton (BAH) in Q1 2023, closing a stake of 140 shares — an estimated $13.6K sold.

Accurate Wealth Management first reported a position in BAH in Q4 2022 and held it in 1 quarter. The position peaked at $13.6K in Q4 2022. 615 funds tracked by Wall St. Rank hold BAH as of Q1 2023.

  • Accurate Wealth Management reported no remaining Booz Allen Hamilton position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 140 Booz Allen Hamilton shares in Q1 2023, an estimated $13.6K.
  • Accurate Wealth Management first reported a position in Booz Allen Hamilton in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Booz Allen Hamilton position peaked at $13.6K in Q4 2022.
  • 615 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.