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CFM Wealth Partners’s Booz Allen Hamilton BAH Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-766
Closed -$59K – 182
2020
Q2 		$59K Sell
766
-187
-20% -$14.1K 0.02% 261
2020
Q1 		$65K Hold
953
– – 0.03% 236
2019
Q4 		$75K Buy
+953
New +$67.9K 0.03% 237

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CFM Wealth Partners's BAH Position: Q3 2020 in Review

CFM Wealth Partners sold out of Booz Allen Hamilton (BAH) in Q3 2020, closing a stake of 766 shares — an estimated $59K sold.

CFM Wealth Partners first reported a position in BAH in Q4 2019 and held it in 3 quarters. The position peaked at $75K in Q4 2019. 502 funds tracked by Wall St. Rank hold BAH as of Q3 2020.

  • CFM Wealth Partners reported no remaining Booz Allen Hamilton position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 766 Booz Allen Hamilton shares in Q3 2020, an estimated $59K.
  • CFM Wealth Partners first reported a position in Booz Allen Hamilton in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Booz Allen Hamilton position peaked at $75K in Q4 2019.
  • 502 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.