Baker Tilly Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Baker Tilly 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
2024 Q2	–	Sell	-3,353	Closed	-$498K	–	290
2024 Q1	$498K	Sell	3,353 -142	-4%	-$20K	0.09%	253
2023 Q4	$447K	Sell	3,495 -91	-3%	-$11.3K	0.07%	302
2023 Q3	$392K	Sell	3,586 -479	-12%	-$55.1K	0.06%	313
2023 Q2	$454K	Buy	4,065 +103	+3%	+$10.2K	0.05%	361
2023 Q1	$367K	Sell	3,962 -44	-1%	-$4.17K	0.04%	407
2022 Q4	$419K	Sell	4,006 -975	-20%	-$101K	0.05%	366
2022 Q3	$460K	Sell	4,981 -285	-5%	-$27K	0.06%	311
2022 Q2	$476K	Sell	5,266 -378	-7%	-$32.3K	0.06%	317
2022 Q1	$496K	Sell	5,644 -745	-12%	-$61.3K	0.05%	348
2021 Q4	$542K	Buy	6,389 +1,492	+30%	+$126K	0.06%	333
2021 Q3	$389K	Buy	4,897 +1,216	+33%	+$102K	0.05%	369
2021 Q2	$314K	Buy	3,681 +704	+24%	+$59.5K	0.05%	385
2021 Q1	$240K	Buy	+2,977	New	+$250K	0.05%	415

Other funds holding BAH

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

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

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

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

Baker Tilly Wealth Management's BAH Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Booz Allen Hamilton (BAH) in Q2 2024, closing a stake of 3,353 shares — an estimated $498K sold.

Baker Tilly Wealth Management first reported a position in BAH in Q1 2021 and held it in 13 quarters. The position peaked at $542K in Q4 2021. 728 funds tracked by Wall St. Rank hold BAH as of Q2 2024.

Baker Tilly Wealth Management reported no remaining Booz Allen Hamilton position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 3,353 Booz Allen Hamilton shares in Q2 2024, an estimated $498K.
Baker Tilly Wealth Management first reported a position in Booz Allen Hamilton in Q1 2021 and held it in 13 quarters.
Baker Tilly Wealth Management's Booz Allen Hamilton position peaked at $542K in Q4 2021.
728 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.