GWM
BAH icon

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

Gupta 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
2015
Q3 		– Sell
-118
Closed -$3K – 1260
2015
Q2 		$3K Buy
+118
New +$3.2K ﹤0.01% 1073

Other funds holding BAH

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Gupta Wealth Management's BAH Position: Q3 2015 in Review

Gupta Wealth Management sold out of Booz Allen Hamilton (BAH) in Q3 2015, closing a stake of 118 shares — an estimated $3K sold.

Gupta Wealth Management first reported a position in BAH in Q2 2015 and held it in 1 quarter. The position peaked at $3K in Q2 2015. 199 funds tracked by Wall St. Rank hold BAH as of Q3 2015.

  • Gupta Wealth Management reported no remaining Booz Allen Hamilton position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 118 Booz Allen Hamilton shares in Q3 2015, an estimated $3K.
  • Gupta Wealth Management first reported a position in Booz Allen Hamilton in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Booz Allen Hamilton position peaked at $3K in Q2 2015.
  • 199 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.