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Arete Wealth Advisors’s Booz Allen Hamilton BAH Stock Holding History

Arete Wealth Advisors’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
2020
Q2 		– Sell
-4,107
Closed -$282K – 373
2020
Q1 		$282K Buy
4,107
+635
+18% +$46.8K 0.06% 251
2019
Q4 		$247K Sell
3,472
-142
-4% -$10.1K 0.04% 332
2019
Q3 		$257K Buy
+3,614
New +$256K 0.05% 321

Other funds holding BAH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arete Wealth Advisors's BAH Position: Q2 2020 in Review

Arete Wealth Advisors sold out of Booz Allen Hamilton (BAH) in Q2 2020, closing a stake of 4,107 shares — an estimated $282K sold.

Arete Wealth Advisors first reported a position in BAH in Q3 2019 and held it in 3 quarters. The position peaked at $282K in Q1 2020. 482 funds tracked by Wall St. Rank hold BAH as of Q2 2020.

  • Arete Wealth Advisors reported no remaining Booz Allen Hamilton position as of Q2 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,107 Booz Allen Hamilton shares in Q2 2020, an estimated $282K.
  • Arete Wealth Advisors first reported a position in Booz Allen Hamilton in Q3 2019 and held it in 3 quarters.
  • Arete Wealth Advisors's Booz Allen Hamilton position peaked at $282K in Q1 2020.
  • 482 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2020.

Based on Arete Wealth Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.