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Credential Qtrade Securities’s Booz Allen Hamilton BAH Stock Holding History

Credential Qtrade Securities’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
Q1 		$535K Sell
3,601
-109
-3% -$15.3K 0.03% 193
2023
Q4 		$475K Sell
3,710
-360
-9% -$44.9K 0.03% 184
2023
Q3 		$445K Sell
4,070
-160
-4% -$18.4K 0.03% 181
2023
Q2 		$472K Sell
4,230
-112
-3% -$11.1K 0.03% 187
2023
Q1 		$402K Buy
4,342
+37
+0.9% +$3.51K 0.03% 198
2022
Q4 		$450K Sell
4,305
-138
-3% -$14.3K 0.03% 188
2022
Q3 		$410K Buy
4,443
+42
+1% +$3.98K 0.03% 179
2022
Q2 		$398K Sell
4,401
-116
-3% -$9.9K 0.03% 186
2022
Q1 		$397K Sell
4,517
-7,438
-62% -$612K 0.03% 205
2021
Q4 		$1.01M Buy
11,955
+105
+0.9% +$8.86K 0.07% 136
2021
Q3 		$940K Buy
11,850
+184
+2% +$15.4K 0.07% 125
2021
Q2 		$994K Buy
11,666
+325
+3% +$27.5K 0.08% 119
2021
Q1 		$913K Sell
11,341
-78
-0.7% -$6.55K 0.08% 117
2020
Q4 		$996K Sell
11,419
-78
-0.7% -$6.63K 0.1% 107
2020
Q3 		$954K Sell
11,497
-246
-2% -$20.1K 0.11% 104
2020
Q2 		$913K Buy
+11,743
New +$888K 0.12% 102

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Credential Qtrade Securities's BAH Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Booz Allen Hamilton (BAH) stake by 2.9% in Q1 2024, selling an estimated $15.3K and leaving 3,601 shares worth $535K. The position accounts for 0.03% of the portfolio, ranked #193.

Credential Qtrade Securities first reported a position in BAH in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.01M in Q4 2021. 705 funds tracked by Wall St. Rank hold BAH as of Q1 2024.

  • Credential Qtrade Securities held 3,601 shares of Booz Allen Hamilton worth $535K as of Q1 2024.
  • Credential Qtrade Securities sold 109 Booz Allen Hamilton shares in Q1 2024, an estimated $15.3K.
  • Booz Allen Hamilton made up 0.03% of Credential Qtrade Securities's portfolio in Q1 2024, its #193 holding.
  • Credential Qtrade Securities first reported a position in Booz Allen Hamilton in Q2 2020 and has held it in 16 quarters since.
  • Credential Qtrade Securities's Booz Allen Hamilton position peaked at $1.01M in Q4 2021.
  • 705 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.