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First Trust Direct Indexing’s Booz Allen Hamilton BAH Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-1,926
Closed -$314K – 91
2024
Q3 		$314K Sell
1,926
-305
-14% -$46.7K 0.02% 709
2024
Q2 		$343K Buy
2,231
+270
+14% +$40.5K 0.02% 610
2024
Q1 		$291K Buy
1,961
+287
+17% +$40.4K 0.02% 619
2023
Q4 		$214K Buy
+1,674
New +$209K 0.02% 694

Other funds holding BAH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Direct Indexing's BAH Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Booz Allen Hamilton (BAH) in Q4 2024, closing a stake of 1,926 shares — an estimated $314K sold.

First Trust Direct Indexing first reported a position in BAH in Q4 2023 and held it in 4 quarters. The position peaked at $343K in Q2 2024. 743 funds tracked by Wall St. Rank hold BAH as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Booz Allen Hamilton position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,926 Booz Allen Hamilton shares in Q4 2024, an estimated $314K.
  • First Trust Direct Indexing first reported a position in Booz Allen Hamilton in Q4 2023 and held it in 4 quarters.
  • First Trust Direct Indexing's Booz Allen Hamilton position peaked at $343K in Q2 2024.
  • 743 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.