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Ellevest Inc’s Booz Allen Hamilton BAH Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-62
Closed -$5.75K – 484
2023
Q1 		$5.75K Buy
+62
New +$5.88K ﹤0.01% 1169
2020
Q2 		– Sell
-119
Closed -$8K – 1132
2020
Q1 		$8K Sell
119
-255
-68% -$18.8K ﹤0.01% 577
2019
Q4 		$27K Buy
+374
New +$26.6K 0.01% 353

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ellevest Inc's BAH Position: Q2 2023 in Review

Ellevest Inc sold out of Booz Allen Hamilton (BAH) in Q2 2023, closing a stake of 62 shares — an estimated $5.75K sold.

Ellevest Inc first reported a position in BAH in Q4 2019 and held it in 3 quarters. The position peaked at $27K in Q4 2019. 612 funds tracked by Wall St. Rank hold BAH as of Q2 2023.

  • Ellevest Inc reported no remaining Booz Allen Hamilton position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 62 Booz Allen Hamilton shares in Q2 2023, an estimated $5.75K.
  • Ellevest Inc first reported a position in Booz Allen Hamilton in Q4 2019 and held it in 3 quarters.
  • Ellevest Inc's Booz Allen Hamilton position peaked at $27K in Q4 2019.
  • 612 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.