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

Baystate 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
2023 Q4	$5.63K	Hold	44	–	–	﹤0.01%	862
2023 Q3	$4.81K	Sell	44 -10	-19%	-$1.15K	﹤0.01%	690
2023 Q2	$6.03K	Hold	54	–	–	﹤0.01%	670
2023 Q1	$5K	Buy	54 +10	+23%	+$948	﹤0.01%	690
2022 Q4	$5K	Hold	44	–	–	﹤0.01%	677
2022 Q3	$4K	Hold	44	–	–	﹤0.01%	657
2022 Q2	$4K	Hold	44	–	–	﹤0.01%	680
2022 Q1	$4K	Hold	44	–	–	﹤0.01%	667
2021 Q4	$4K	Hold	44	–	–	﹤0.01%	665
2021 Q3	$3K	Hold	44	–	–	﹤0.01%	633
2021 Q2	$4K	Buy	+44	New	+$3.72K	﹤0.01%	577

Other funds holding BAH

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baystate Wealth Management's BAH Position: Q4 2023 in Review

Baystate Wealth Management held its Booz Allen Hamilton (BAH) position steady in Q4 2023 at 44 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Baystate Wealth Management first reported a position in BAH in Q2 2021 and has held it in 11 quarters since. The position peaked at $6.03K in Q2 2023. 633 funds tracked by Wall St. Rank hold BAH as of Q4 2023.

Baystate Wealth Management held 44 shares of Booz Allen Hamilton worth $5.63K as of Q4 2023.
Baystate Wealth Management left its Booz Allen Hamilton share count unchanged in Q4 2023.
Booz Allen Hamilton made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #862 holding.
Baystate Wealth Management first reported a position in Booz Allen Hamilton in Q2 2021 and has held it in 11 quarters since.
Baystate Wealth Management's Booz Allen Hamilton position peaked at $6.03K in Q2 2023.
633 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.