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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Booz Allen Hamilton BAH Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2023
Q1 		– Sell
-177
Closed -$18.5K – 325
2022
Q4 		$18.5K Buy
+177
New +$18.4K 0.02% 195

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $140B AUM 27.84% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BAH Position: Q1 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Booz Allen Hamilton (BAH) in Q1 2023, closing a stake of 177 shares — an estimated $18.5K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BAH in Q4 2022 and held it in 1 quarter. The position peaked at $18.5K in Q4 2022. 616 funds tracked by Wall St. Rank hold BAH as of Q1 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Booz Allen Hamilton position as of Q1 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 177 Booz Allen Hamilton shares in Q1 2023, an estimated $18.5K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Booz Allen Hamilton in Q4 2022 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Booz Allen Hamilton position peaked at $18.5K in Q4 2022.
  • 616 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2023, filed 7 Aug 2026.