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

BerganKDV 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
Q2 		– Sell
-82
Closed -$7.6K – 883
2023
Q1 		$7.6K Buy
+82
New +$7.78K ﹤0.01% 638

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 $5.72T 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 $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BerganKDV Wealth Management's BAH Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Booz Allen Hamilton (BAH) in Q2 2023, closing a stake of 82 shares — an estimated $7.6K sold.

BerganKDV Wealth Management first reported a position in BAH in Q1 2023 and held it in 1 quarter. The position peaked at $7.6K in Q1 2023. 614 funds tracked by Wall St. Rank hold BAH as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Booz Allen Hamilton position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 82 Booz Allen Hamilton shares in Q2 2023, an estimated $7.6K.
  • BerganKDV Wealth Management first reported a position in Booz Allen Hamilton in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's Booz Allen Hamilton position peaked at $7.6K in Q1 2023.
  • 614 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.