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CAAS
Capital Asset Advisory Services’s
Booz Allen Hamilton
BAH
Stock Holding History
Capital Asset Advisory Services’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
2025
Q1
–
Sell
-1,902
Closed
-$251K
–
285
2024
Q4
$251K
Sell
1,902
-118
-6%
-$18.3K
0.01%
272
2024
Q3
$326K
Sell
2,020
-52
-3%
-$7.96K
0.02%
241
2024
Q2
$320K
Buy
2,072
+99
+5%
+$14.8K
0.02%
240
2024
Q1
$290K
Sell
1,973
-683
-26%
-$96.2K
0.02%
247
2023
Q4
$340K
Sell
2,656
-69
-3%
-$8.6K
0.02%
231
2023
Q3
$345K
Buy
2,725
+394
+17%
+$45.3K
0.02%
227
2023
Q2
$264K
Sell
2,331
-602
-21%
-$59.5K
0.02%
274
2023
Q1
$272K
Sell
2,933
-74
-2%
-$7.02K
0.02%
281
2022
Q4
$318K
Sell
3,007
-108
-3%
-$11.2K
0.03%
260
2022
Q3
$288K
Sell
3,115
-1,174
-27%
-$111K
0.04%
248
2022
Q2
$388K
Buy
4,289
+139
+3%
+$11.9K
0.04%
268
2022
Q1
$365K
Sell
4,150
-3,061
-42%
-$252K
0.04%
294
2021
Q4
$611K
Sell
7,211
-92
-1%
-$7.76K
0.06%
217
2021
Q3
$579K
Sell
7,303
-46
-0.6%
-$3.85K
0.06%
231
2021
Q2
$626K
Sell
7,349
-614
-8%
-$51.9K
0.07%
207
2021
Q1
$641K
Buy
+7,963
New
+$668K
0.1%
197
2020
Q3
–
Sell
-9,763
Closed
-$840K
–
561
2020
Q2
$840K
Buy
9,763
+657
+7%
+$49.7K
0.18%
105
2020
Q1
$641K
Buy
9,106
+1,526
+20%
+$112K
0.17%
110
2019
Q4
$586K
Buy
+7,580
New
+$540K
0.14%
142
Other funds holding BAH
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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