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Brookstone Capital Management’s Booz Allen Hamilton BAH Stock Holding History

Brookstone Capital 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
Q1 		– Sell
-2,418
Closed -$249K – 829
2022
Q4 		$249K Sell
2,418
-5,527
-70% -$575K 0.01% 738
2022
Q3 		$749K Buy
+7,945
New +$753K 0.02% 466
2022
Q1 		– Sell
-3,209
Closed -$281K – 775
2021
Q4 		$281K Buy
3,209
+196
+7% +$16.5K ﹤0.01% 642
2021
Q3 		$242K Sell
3,013
-4,601
-60% -$385K ﹤0.01% 655
2021
Q2 		$676K Buy
+7,614
New +$644K 0.01% 431
2019
Q2 		– Sell
-10,813
Closed -$629K – 446
2019
Q1 		$629K Buy
+10,813
New +$562K 0.04% 178
2018
Q4 		– Sell
-13,721
Closed -$681K – 317
2018
Q3 		$681K Buy
13,721
+1,911
+16% +$93.2K 0.05% 205
2018
Q2 		$516K Buy
11,810
+936
+9% +$39.2K 0.04% 213
2018
Q1 		$421K Buy
10,874
+1,657
+18% +$64.1K 0.04% 206
2017
Q4 		$351K Sell
9,217
-102
-1% -$3.86K 0.03% 245
2017
Q3 		$348K Buy
9,319
+1,489
+19% +$51.2K 0.03% 229
2017
Q2 		$255K Buy
+7,830
New +$282K 0.02% 269

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brookstone Capital Management's BAH Position: Q1 2023 in Review

Brookstone Capital Management sold out of Booz Allen Hamilton (BAH) in Q1 2023, closing a stake of 2,418 shares — an estimated $249K sold.

Brookstone Capital Management first reported a position in BAH in Q2 2017 and held it in 12 quarters. The position peaked at $749K in Q3 2022. 615 funds tracked by Wall St. Rank hold BAH as of Q1 2023.

  • Brookstone Capital Management reported no remaining Booz Allen Hamilton position as of Q1 2023 after selling out during the quarter.
  • Brookstone Capital Management sold 2,418 Booz Allen Hamilton shares in Q1 2023, an estimated $249K.
  • Brookstone Capital Management first reported a position in Booz Allen Hamilton in Q2 2017 and held it in 12 quarters.
  • Brookstone Capital Management's Booz Allen Hamilton position peaked at $749K in Q3 2022.
  • 615 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2023.

Based on Brookstone Capital Management's 13F filing for Q1 2023, filed 19 Apr 2023.