Comprehensive Financial Consultants Institutional’s Booz Allen Hamilton BAH Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q2	–	Sell	-2,221	Closed	-$206K	–	164
2023 Q1	$206K	Hold	2,221	–	–	0.12%	160
2022 Q4	$212K	Hold	2,221	–	–	0.13%	150
2022 Q3	$214K	Sell	2,221 -116	-5%	-$11K	0.14%	149
2022 Q2	$211K	Buy	+2,337	New	+$200K	0.15%	143
2022 Q1	–	Sell	-2,616	Closed	-$199K	–	178
2021 Q4	$199K	Buy	+2,616	New	+$221K	0.13%	156

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's BAH Position: Q2 2023 in Review

Comprehensive Financial Consultants Institutional sold out of Booz Allen Hamilton (BAH) in Q2 2023, closing a stake of 2,221 shares — an estimated $206K sold.

Comprehensive Financial Consultants Institutional first reported a position in BAH in Q4 2021 and held it in 5 quarters. The position peaked at $214K in Q3 2022. 612 funds tracked by Wall St. Rank hold BAH as of Q2 2023.

Comprehensive Financial Consultants Institutional reported no remaining Booz Allen Hamilton position as of Q2 2023 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 2,221 Booz Allen Hamilton shares in Q2 2023, an estimated $206K.
Comprehensive Financial Consultants Institutional first reported a position in Booz Allen Hamilton in Q4 2021 and held it in 5 quarters.
Comprehensive Financial Consultants Institutional's Booz Allen Hamilton position peaked at $214K in Q3 2022.
612 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2023.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2023, filed 24 Jul 2023.