Avior Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-263	Closed	-$33.9K	–	869
2024 Q4	$33.9K	Hold	263	–	–	﹤0.01%	1275
2024 Q3	$42.9K	Buy	263 +2	+0.8%	+$306	﹤0.01%	1178
2024 Q2	$40.3K	Sell	261 -174	-40%	-$26.1K	﹤0.01%	1180
2024 Q1	$64.6K	Sell	435 -1,729	-80%	-$243K	﹤0.01%	1140
2023 Q4	$277K	Sell	2,164 -849	-28%	-$106K	0.02%	465
2023 Q3	$329K	Buy	3,013 +14	+0.5%	+$1.61K	0.02%	425
2023 Q2	$335K	Sell	2,999 -2,277	-43%	-$225K	0.02%	429
2023 Q1	$489K	Buy	+5,276	New	+$500K	0.03%	350
2022 Q4	–	Sell	-4,573	Closed	-$422K	–	1283
2022 Q3	$422K	Buy	4,573 +691	+18%	+$65.5K	0.03%	311
2022 Q2	$350K	Sell	3,882 -1,653	-30%	-$141K	0.04%	327
2022 Q1	$486K	Sell	5,535 -1,401	-20%	-$115K	0.04%	300
2021 Q4	$588K	Buy	+6,936	New	+$585K	0.05%	294

Other funds holding BAH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avior Wealth Management's BAH Position: Q1 2025 in Review

Avior Wealth Management sold out of Booz Allen Hamilton (BAH) in Q1 2025, closing a stake of 263 shares — an estimated $33.9K sold.

Avior Wealth Management first reported a position in BAH in Q4 2021 and held it in 12 quarters. The position peaked at $588K in Q4 2021. 728 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

Avior Wealth Management reported no remaining Booz Allen Hamilton position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 263 Booz Allen Hamilton shares in Q1 2025, an estimated $33.9K.
Avior Wealth Management first reported a position in Booz Allen Hamilton in Q4 2021 and held it in 12 quarters.
Avior Wealth Management's Booz Allen Hamilton position peaked at $588K in Q4 2021.
728 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.