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Beacon Harbor Wealth Advisors’s Booz Allen Hamilton BAH Stock Holding History

Beacon Harbor Wealth Advisors’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
Q1 		– Sell
-41,248
Closed -$4.31M – 70
2022
Q4 		$4.31M Buy
+41,248
New +$4.29M 1.47% 36
2020
Q3 		– Sell
-38,282
Closed -$2.98M – 44
2020
Q2 		$2.98M Buy
+38,282
New +$2.89M 1.71% 27
2020
Q1 		– Sell
-35,017
Closed -$2.49M – 42
2019
Q4 		$2.49M Buy
35,017
+348
+1% +$24.8K 1.47% 23
2019
Q3 		$2.46M Buy
+34,669
New +$2.45M 1.57% 20

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return