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Avantax Planning Partners’s Booz Allen Hamilton BAH Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-45
Closed -$2K – 363
2018
Q3 		$2K Buy
+45
New +$2.19K ﹤0.01% 1319
2018
Q2 		– Sell
-138
Closed -$5K – 352
2018
Q1 		$5K Buy
+138
New +$5.33K ﹤0.01% 1305

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avantax Planning Partners's BAH Position: Q4 2018 in Review

Avantax Planning Partners sold out of Booz Allen Hamilton (BAH) in Q4 2018, closing a stake of 45 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in BAH in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 372 funds tracked by Wall St. Rank hold BAH as of Q4 2018.

  • Avantax Planning Partners reported no remaining Booz Allen Hamilton position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 45 Booz Allen Hamilton shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Booz Allen Hamilton in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Booz Allen Hamilton position peaked at $5K in Q1 2018.
  • 372 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.