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BMS Financial Advisors’s Booz Allen Hamilton BAH Stock Holding History

BMS Financial 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
Q2 		$348K Sell
3,117
-1,479
-32% -$146K 0.23% 83
2023
Q1 		$426K Buy
4,596
+1,575
+52% +$149K 0.29% 78
2022
Q4 		$316K Buy
+3,021
New +$314K 0.21% 77

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

BMS Financial Advisors's BAH Position: Q2 2023 in Review

BMS Financial Advisors reduced its Booz Allen Hamilton (BAH) stake by 32% in Q2 2023, selling an estimated $146K and leaving 3,117 shares worth $348K. The position accounts for 0.23% of the portfolio, ranked #83.

BMS Financial Advisors first reported a position in BAH in Q4 2022 and has held it in 3 quarters since. The position peaked at $426K in Q1 2023. 614 funds tracked by Wall St. Rank hold BAH as of Q2 2023.

  • BMS Financial Advisors held 3,117 shares of Booz Allen Hamilton worth $348K as of Q2 2023.
  • BMS Financial Advisors sold 1,479 Booz Allen Hamilton shares in Q2 2023, an estimated $146K.
  • Booz Allen Hamilton made up 0.23% of BMS Financial Advisors's portfolio in Q2 2023, its #83 holding.
  • BMS Financial Advisors first reported a position in Booz Allen Hamilton in Q4 2022 and has held it in 3 quarters since.
  • BMS Financial Advisors's Booz Allen Hamilton position peaked at $426K in Q1 2023.
  • 614 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.