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Capital Analysts LLC’s Booz Allen Hamilton BAH Stock Holding History

Capital Analysts LLC’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
Q4 		– Sell
-40
Closed -$7K – 1301
2024
Q3 		$7K Buy
40
+18
+82% +$2.76K ﹤0.01% 1076
2024
Q2 		$3K Sell
22
-96
-81% -$14.4K ﹤0.01% 1073
2024
Q1 		$18K Buy
+118
New +$16.6K ﹤0.01% 839
2023
Q4 		– Sell
-9
Closed -$1K – 1097
2023
Q3 		$1K Buy
+9
New +$1.03K ﹤0.01% 1076
2022
Q1 		– Sell
-407
Closed -$35K – 940
2021
Q4 		$35K Sell
407
-1,173
-74% -$98.9K ﹤0.01% 616
2021
Q3 		$125K Hold
1,580
– – 0.01% 410
2021
Q2 		$135K Hold
1,580
– – 0.01% 394
2021
Q1 		$127K Buy
+1,580
New +$133K 0.01% 414

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return