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B. Riley Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

B. Riley 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
2019
Q4 		– Sell
-3,438
Closed -$245K – 407
2019
Q3 		$245K Sell
3,438
-1,822
-35% -$129K 0.04% 314
2019
Q2 		$348K Buy
5,260
+347
+7% +$21.3K 0.05% 258
2019
Q1 		$286K Buy
+4,913
New +$255K 0.05% 291

Other funds holding BAH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

B. Riley Wealth Management's BAH Position: Q4 2019 in Review

B. Riley Wealth Management sold out of Booz Allen Hamilton (BAH) in Q4 2019, closing a stake of 3,438 shares — an estimated $245K sold.

B. Riley Wealth Management first reported a position in BAH in Q1 2019 and held it in 3 quarters. The position peaked at $348K in Q2 2019. 480 funds tracked by Wall St. Rank hold BAH as of Q4 2019.

  • B. Riley Wealth Management reported no remaining Booz Allen Hamilton position as of Q4 2019 after selling out during the quarter.
  • B. Riley Wealth Management sold 3,438 Booz Allen Hamilton shares in Q4 2019, an estimated $245K.
  • B. Riley Wealth Management first reported a position in Booz Allen Hamilton in Q1 2019 and held it in 3 quarters.
  • B. Riley Wealth Management's Booz Allen Hamilton position peaked at $348K in Q2 2019.
  • 480 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2019.

Based on B. Riley Wealth Management's 13F filing for Q4 2019, filed 14 Feb 2020.