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FDx Advisors’s Booz Allen Hamilton BAH Stock Holding History

FDx 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
2024
Q1 		– Sell
-4,664
Closed -$597K – 370
2023
Q4 		$597K Buy
4,664
+1,175
+34% +$146K 0.05% 348
2023
Q3 		$381K Sell
3,489
-2,606
-43% -$300K 0.03% 413
2023
Q2 		$680K Sell
6,095
-1,035
-15% -$102K 0.04% 379
2023
Q1 		$745K Hold
7,130
– – 0.03% 355
2022
Q4 		$745K Sell
7,130
-673
-9% -$70K 0.03% 355
2022
Q3 		$721K Sell
7,803
-2,358
-23% -$223K 0.03% 338
2022
Q2 		$918K Buy
+10,161
New +$867K 0.03% 337
2022
Q1 		– Sell
-7,379
Closed -$626K – 837
2021
Q4 		$626K Sell
7,379
-532
-7% -$44.9K 0.02% 471
2021
Q3 		$628K Buy
7,911
+978
+14% +$81.7K 0.02% 445
2021
Q2 		$591K Buy
6,933
+2,731
+65% +$231K 0.02% 468
2021
Q1 		$338K Sell
4,202
-66
-2% -$5.54K 0.01% 590
2020
Q4 		$372K Sell
4,268
-240
-5% -$20.4K 0.02% 511
2020
Q3 		$374K Buy
4,508
+250
+6% +$20.5K 0.02% 444
2020
Q2 		$331K Buy
4,258
+1,326
+45% +$100K 0.02% 426
2020
Q1 		$201K Buy
2,932
+64
+2% +$4.72K 0.01% 475
2019
Q4 		$204K Sell
2,868
-131
-4% -$9.33K 0.01% 588
2019
Q3 		$213K Buy
+2,999
New +$212K 0.01% 586
2017
Q3 		– Sell
-7,736
Closed -$252K – 1248
2017
Q2 		$252K Sell
7,736
-642
-8% -$23.1K 0.01% 1048
2017
Q1 		$296K Buy
+8,378
New +$299K 0.01% 975

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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FDx Advisors's BAH Position: Q1 2024 in Review

FDx Advisors sold out of Booz Allen Hamilton (BAH) in Q1 2024, closing a stake of 4,664 shares — an estimated $597K sold.

FDx Advisors first reported a position in BAH in Q1 2017 and held it in 19 quarters. The position peaked at $918K in Q2 2022. 705 funds tracked by Wall St. Rank hold BAH as of Q1 2024.

  • FDx Advisors reported no remaining Booz Allen Hamilton position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 4,664 Booz Allen Hamilton shares in Q1 2024, an estimated $597K.
  • FDx Advisors first reported a position in Booz Allen Hamilton in Q1 2017 and held it in 19 quarters.
  • FDx Advisors's Booz Allen Hamilton position peaked at $918K in Q2 2022.
  • 705 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.