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Evolution Wealth Advisors’s Booz Allen Hamilton BAH Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-234
Closed -$19K – 190
2021
Q3 		$19K Buy
234
+131
+127% +$10.9K ﹤0.01% 318
2021
Q2 		$9K Buy
103
+15
+17% +$1.27K ﹤0.01% 419
2021
Q1 		$7K Buy
88
+77
+700% +$6.46K ﹤0.01% 470
2020
Q4 		$1K Hold
11
– – ﹤0.01% 571
2020
Q3 		$1K Buy
+11
New +$901 ﹤0.01% 582

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
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
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

Evolution Wealth Advisors's BAH Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Booz Allen Hamilton (BAH) in Q4 2021, closing a stake of 234 shares — an estimated $19K sold.

Evolution Wealth Advisors first reported a position in BAH in Q3 2020 and held it in 5 quarters. The position peaked at $19K in Q3 2021. 513 funds tracked by Wall St. Rank hold BAH as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Booz Allen Hamilton position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 234 Booz Allen Hamilton shares in Q4 2021, an estimated $19K.
  • Evolution Wealth Advisors first reported a position in Booz Allen Hamilton in Q3 2020 and held it in 5 quarters.
  • Evolution Wealth Advisors's Booz Allen Hamilton position peaked at $19K in Q3 2021.
  • 513 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.