Avestar Capital’s Booz Allen Hamilton BAH Stock Holding History

Avestar Capital’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
2024 Q2	–	Sell	-2,340	Closed	-$347K	–	461
2024 Q1	$347K	Sell	2,340 -599	-20%	-$84.3K	0.04%	310
2023 Q4	$376K	Sell	2,939 -376	-11%	-$46.9K	0.05%	251
2023 Q3	$362K	Sell	3,315 -464	-12%	-$53.3K	0.06%	209
2023 Q2	$422K	Sell	3,779 -213	-5%	-$21.1K	0.07%	169
2023 Q1	$370K	Buy	3,992 +415	+12%	+$39.4K	0.07%	189
2022 Q4	$374K	Buy	3,577 +128	+4%	+$13.3K	0.08%	173
2022 Q3	$319K	Sell	3,449 -929	-21%	-$88.1K	0.09%	174
2022 Q2	$396K	Buy	4,378 +308	+8%	+$26.3K	0.11%	149
2022 Q1	$358K	Buy	4,070 +877	+27%	+$72.2K	0.07%	275
2021 Q4	$271K	Buy	3,193 +323	+11%	+$27.2K	0.05%	364
2021 Q3	$228K	Buy	2,870 +224	+8%	+$18.7K	0.04%	405
2021 Q2	$225K	Buy	+2,646	New	+$224K	0.04%	393

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return