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

Cyndeo 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
2024
Q4 		– Sell
-1,237
Closed -$201K – 444
2024
Q3 		$201K Buy
+1,237
New +$189K 0.01% 434

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cyndeo Wealth Partners's BAH Position: Q4 2024 in Review

Cyndeo Wealth Partners sold out of Booz Allen Hamilton (BAH) in Q4 2024, closing a stake of 1,237 shares — an estimated $201K sold.

Cyndeo Wealth Partners first reported a position in BAH in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 742 funds tracked by Wall St. Rank hold BAH as of Q4 2024.

  • Cyndeo Wealth Partners reported no remaining Booz Allen Hamilton position as of Q4 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 1,237 Booz Allen Hamilton shares in Q4 2024, an estimated $201K.
  • Cyndeo Wealth Partners first reported a position in Booz Allen Hamilton in Q3 2024 and held it in 1 quarter.
  • Cyndeo Wealth Partners's Booz Allen Hamilton position peaked at $201K in Q3 2024.
  • 742 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2024, filed 21 Jan 2025.