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Curi Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-2
Closed – – 234
2022
Q2 		$0 Sell
2
-1
-33% -$85 ﹤0.01% 623
2022
Q1 		$0 Buy
3
+2
+200% +$165 ﹤0.01% 515
2021
Q4 		$0 Buy
+1
New +$84 ﹤0.01% 486

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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Curi Wealth Management's BAH Position: Q3 2022 in Review

Curi Wealth Management sold out of Booz Allen Hamilton (BAH) in Q3 2022, closing a stake of 2 shares.

Curi Wealth Management first reported a position in BAH in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 568 funds tracked by Wall St. Rank hold BAH as of Q3 2022.

  • Curi Wealth Management reported no remaining Booz Allen Hamilton position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 2 Booz Allen Hamilton shares in Q3 2022.
  • Curi Wealth Management first reported a position in Booz Allen Hamilton in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Booz Allen Hamilton position peaked at $0 in Q2 2022.
  • 568 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.