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

Dakota 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
-7,480
Closed -$676K – 574
2022
Q2 		$676K Buy
7,480
+4,429
+145% +$378K 0.06% 237
2022
Q1 		$268K Sell
3,051
-549
-15% -$45.2K 0.02% 375
2021
Q4 		$305K Buy
+3,600
New +$304K 0.03% 303

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 $3.38T AUM 44.17% 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

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

Dakota Wealth Management sold out of Booz Allen Hamilton (BAH) in Q3 2022, closing a stake of 7,480 shares — an estimated $676K sold.

Dakota Wealth Management first reported a position in BAH in Q4 2021 and held it in 3 quarters. The position peaked at $676K in Q2 2022. 568 funds tracked by Wall St. Rank hold BAH as of Q3 2022.

  • Dakota Wealth Management reported no remaining Booz Allen Hamilton position as of Q3 2022 after selling out during the quarter.
  • Dakota Wealth Management sold 7,480 Booz Allen Hamilton shares in Q3 2022, an estimated $676K.
  • Dakota Wealth Management first reported a position in Booz Allen Hamilton in Q4 2021 and held it in 3 quarters.
  • Dakota Wealth Management's Booz Allen Hamilton position peaked at $676K in Q2 2022.
  • 568 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2022.

Based on Dakota Wealth Management's 13F filing for Q3 2022, filed 10 Nov 2022.