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Baker Avenue Asset Management’s Booz Allen Hamilton BAH Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-76
Closed -$8.3K – 473
2023
Q3 		$8.3K Buy
76
+65
+591% +$7.47K ﹤0.01% 807
2023
Q2 		$1.23K Hold
11
– – ﹤0.01% 1114
2023
Q1 		$1.02K Hold
11
– – ﹤0.01% 1170
2022
Q4 		$1.15K Buy
+11
New +$1.14K ﹤0.01% 1057

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Baker Avenue Asset Management's BAH Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Booz Allen Hamilton (BAH) in Q4 2023, closing a stake of 76 shares — an estimated $8.3K sold.

Baker Avenue Asset Management first reported a position in BAH in Q4 2022 and held it in 4 quarters. The position peaked at $8.3K in Q3 2023. 633 funds tracked by Wall St. Rank hold BAH as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Booz Allen Hamilton position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 76 Booz Allen Hamilton shares in Q4 2023, an estimated $8.3K.
  • Baker Avenue Asset Management first reported a position in Booz Allen Hamilton in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Booz Allen Hamilton position peaked at $8.3K in Q3 2023.
  • 633 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.