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Glassman Wealth Services’s Booz Allen Hamilton BAH Stock Holding History

Glassman Wealth Services’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
-78
Closed -$9.98K – 364
2023
Q4 		$9.98K Buy
78
+1
+1% +$125 ﹤0.01% 883
2023
Q3 		$8.4K Buy
77
+26
+51% +$2.99K ﹤0.01% 903
2023
Q2 		$5.69K Sell
51
-5
-9% -$494 ﹤0.01% 962
2023
Q1 		$5.19K Sell
56
-21
-27% -$1.99K ﹤0.01% 987
2022
Q4 		$8K Buy
77
+3
+4% +$312 ﹤0.01% 895
2022
Q3 		$7K Hold
74
– – ﹤0.01% 892
2022
Q2 		$7K Hold
74
– – ﹤0.01% 893
2022
Q1 		$7K Buy
74
+63
+573% +$5.18K ﹤0.01% 915
2021
Q4 		$1K Hold
11
– – ﹤0.01% 1305
2021
Q3 		$1K Hold
11
– – ﹤0.01% 1278
2021
Q2 		$1K Hold
11
– – ﹤0.01% 1233
2021
Q1 		$1K Buy
11
+1
+10% +$84 ﹤0.01% 1194
2020
Q4 		$1K Hold
10
– – ﹤0.01% 1158
2020
Q3 		$1K Hold
10
– – ﹤0.01% 1093
2020
Q2 		$1K Hold
10
– – ﹤0.01% 954
2020
Q1 		$1K Hold
10
– – ﹤0.01% 805
2019
Q4 		$1K Buy
10
+7
+233% +$498 ﹤0.01% 853
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1053
2019
Q2 		$0 Buy
+3
New +$184 ﹤0.01% 1077

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 $3.38T AUM 44.17% 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

Glassman Wealth Services's BAH Position: Q1 2024 in Review

Glassman Wealth Services sold out of Booz Allen Hamilton (BAH) in Q1 2024, closing a stake of 78 shares — an estimated $9.98K sold.

Glassman Wealth Services first reported a position in BAH in Q2 2019 and held it in 19 quarters. The position peaked at $9.98K in Q4 2023. 705 funds tracked by Wall St. Rank hold BAH as of Q1 2024.

  • Glassman Wealth Services reported no remaining Booz Allen Hamilton position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 78 Booz Allen Hamilton shares in Q1 2024, an estimated $9.98K.
  • Glassman Wealth Services first reported a position in Booz Allen Hamilton in Q2 2019 and held it in 19 quarters.
  • Glassman Wealth Services's Booz Allen Hamilton position peaked at $9.98K in Q4 2023.
  • 705 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.