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Confluence Wealth Services’s Booz Allen Hamilton BAH Stock Holding History

Confluence Wealth 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
2022
Q1 		– Sell
-17
Closed -$1K – 327
2021
Q4 		$1K Buy
+17
New +$1.43K ﹤0.01% 1173

Other funds holding BAH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Confluence Wealth Services's BAH Position: Q1 2022 in Review

Confluence Wealth Services sold out of Booz Allen Hamilton (BAH) in Q1 2022, closing a stake of 17 shares — an estimated $1K sold.

Confluence Wealth Services first reported a position in BAH in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 507 funds tracked by Wall St. Rank hold BAH as of Q1 2022.

  • Confluence Wealth Services reported no remaining Booz Allen Hamilton position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 17 Booz Allen Hamilton shares in Q1 2022, an estimated $1K.
  • Confluence Wealth Services first reported a position in Booz Allen Hamilton in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Booz Allen Hamilton position peaked at $1K in Q4 2021.
  • 507 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.