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

Empirical 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
Q1 		– Sell
-3,505
Closed -$297K – 498
2021
Q4 		$297K Sell
3,505
-1,229
-26% -$104K 0.01% 424
2021
Q3 		$376K Buy
+4,734
New +$396K 0.02% 349

Other funds holding BAH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Empirical Wealth Management's BAH Position: Q1 2022 in Review

Empirical Wealth Management sold out of Booz Allen Hamilton (BAH) in Q1 2022, closing a stake of 3,505 shares — an estimated $297K sold.

Empirical Wealth Management first reported a position in BAH in Q3 2021 and held it in 2 quarters. The position peaked at $376K in Q3 2021. 507 funds tracked by Wall St. Rank hold BAH as of Q1 2022.

  • Empirical Wealth Management reported no remaining Booz Allen Hamilton position as of Q1 2022 after selling out during the quarter.
  • Empirical Wealth Management sold 3,505 Booz Allen Hamilton shares in Q1 2022, an estimated $297K.
  • Empirical Wealth Management first reported a position in Booz Allen Hamilton in Q3 2021 and held it in 2 quarters.
  • Empirical Wealth Management's Booz Allen Hamilton position peaked at $376K in Q3 2021.
  • 507 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2022.

Based on Empirical Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.