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

Executive 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
2019
Q3 		– Sell
-384
Closed -$25K – 187
2019
Q2 		$25K Hold
384
– – ﹤0.01% 434
2019
Q1 		$22K Hold
384
– – ﹤0.01% 406
2018
Q4 		$17K Buy
+384
New +$18.9K ﹤0.01% 450

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Executive Wealth Management's BAH Position: Q3 2019 in Review

Executive Wealth Management sold out of Booz Allen Hamilton (BAH) in Q3 2019, closing a stake of 384 shares — an estimated $25K sold.

Executive Wealth Management first reported a position in BAH in Q4 2018 and held it in 3 quarters. The position peaked at $25K in Q2 2019. 428 funds tracked by Wall St. Rank hold BAH as of Q3 2019.

  • Executive Wealth Management reported no remaining Booz Allen Hamilton position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 384 Booz Allen Hamilton shares in Q3 2019, an estimated $25K.
  • Executive Wealth Management first reported a position in Booz Allen Hamilton in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Booz Allen Hamilton position peaked at $25K in Q2 2019.
  • 428 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.