BWM
BAH icon

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

Brophy 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
2024
Q3 		$429K Buy
+2,635
New +$403K 0.15% 142

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brophy Wealth Management's BAH Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Booz Allen Hamilton (BAH) in Q3 2024: 2,635 shares worth $429K. The stake represents 0.15% of the portfolio and ranks #142 among its holdings.

696 funds tracked by Wall St. Rank hold BAH as of Q3 2024.

  • Brophy Wealth Management held 2,635 shares of Booz Allen Hamilton worth $429K as of Q3 2024.
  • Booz Allen Hamilton was a new Brophy Wealth Management position in Q3 2024.
  • Booz Allen Hamilton made up 0.15% of Brophy Wealth Management's portfolio in Q3 2024, its #142 holding.
  • 696 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.