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AWS
Atria Wealth Solutions’s
Booz Allen Hamilton
BAH
Stock Holding History
Atria Wealth Solutions’s Portfolio
BAH Stock Details
BAH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-9,675
Closed
-$1.01M
–
1489
2025
Q1
$1.01M
Buy
9,675
+5,414
+127%
+$653K
0.01%
892
2024
Q4
$548K
Sell
4,261
-3,222
-43%
-$500K
0.01%
1227
2024
Q3
$1.22M
Sell
7,483
-1,041
-12%
-$159K
0.01%
840
2024
Q2
$1.31M
Sell
8,524
-1,033
-11%
-$155K
0.01%
781
2024
Q1
$1.42M
Buy
9,557
+4,094
+75%
+$576K
0.02%
758
2023
Q4
$699K
Sell
5,463
-335
-6%
-$41.8K
0.01%
1036
2023
Q3
$634K
Sell
5,798
-230
-4%
-$26.4K
0.01%
1023
2023
Q2
$673K
Buy
6,028
+1,837
+44%
+$182K
0.01%
1026
2023
Q1
$388K
Buy
4,191
+13
+0.3%
+$1.23K
0.01%
1282
2022
Q4
$437K
Sell
4,178
-5,814
-58%
-$604K
0.01%
1157
2022
Q3
$922K
Sell
9,992
-22
-0.2%
-$2.08K
0.02%
736
2022
Q2
$905K
Sell
10,014
-6
-0.1%
-$512
0.02%
737
2022
Q1
$880K
Buy
+10,020
New
+$825K
0.01%
787
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1-Year Est. Return
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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$865B AUM
30.76%
1-Year Est. Return
First Trust Advisors
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$140B AUM
27.84%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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