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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 0.04% 251
2023
Q3 		$362K Sell
3,315
-464
-12% -$53.3K 0.05% 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 0.07% 173
2022
Q3 		$319K Sell
3,449
-929
-21% -$88.1K 0.08% 174
2022
Q2 		$396K Buy
4,378
+308
+8% +$26.3K 0.1% 149
2022
Q1 		$358K Buy
4,070
+877
+27% +$72.2K 0.06% 275
2021
Q4 		$271K Buy
3,193
+323
+11% +$27.2K 0.03% 364
2021
Q3 		$228K Buy
2,870
+224
+8% +$18.7K 0.03% 405
2021
Q2 		$225K Buy
+2,646
New +$224K 0.03% 393

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avestar Capital's BAH Position: Q2 2024 in Review

Avestar Capital sold out of Booz Allen Hamilton (BAH) in Q2 2024, closing a stake of 2,340 shares — an estimated $347K sold.

Avestar Capital first reported a position in BAH in Q2 2021 and held it in 12 quarters. The position peaked at $422K in Q2 2023. 728 funds tracked by Wall St. Rank hold BAH as of Q2 2024.

  • Avestar Capital reported no remaining Booz Allen Hamilton position as of Q2 2024 after selling out during the quarter.
  • Avestar Capital sold 2,340 Booz Allen Hamilton shares in Q2 2024, an estimated $347K.
  • Avestar Capital first reported a position in Booz Allen Hamilton in Q2 2021 and held it in 12 quarters.
  • Avestar Capital's Booz Allen Hamilton position peaked at $422K in Q2 2023.
  • 728 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2024.

Based on Avestar Capital's 13F filing for Q2 2024, filed 8 Aug 2024.