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Halpern Financial’s Booz Allen Hamilton BAH Stock Holding History

Halpern Financial’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
2021
Q3 		– Sell
-25
Closed -$2.13K – 258
2021
Q2 		$2.13K Hold
25
– – ﹤0.01% 215
2021
Q1 		$2.01K Hold
25
– – ﹤0.01% 219
2020
Q4 		$2.18K Hold
25
– – ﹤0.01% 177
2020
Q3 		$2.08K Buy
+25
New +$2.05K ﹤0.01% 175

Other funds holding BAH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Halpern Financial's BAH Position: Q3 2021 in Review

Halpern Financial sold out of Booz Allen Hamilton (BAH) in Q3 2021, closing a stake of 25 shares — an estimated $2.13K sold.

Halpern Financial first reported a position in BAH in Q3 2020 and held it in 4 quarters. The position peaked at $2.18K in Q4 2020. 481 funds tracked by Wall St. Rank hold BAH as of Q3 2021.

  • Halpern Financial reported no remaining Booz Allen Hamilton position as of Q3 2021 after selling out during the quarter.
  • Halpern Financial sold 25 Booz Allen Hamilton shares in Q3 2021, an estimated $2.13K.
  • Halpern Financial first reported a position in Booz Allen Hamilton in Q3 2020 and held it in 4 quarters.
  • Halpern Financial's Booz Allen Hamilton position peaked at $2.18K in Q4 2020.
  • 481 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2021.

Based on Halpern Financial's 13F filing for Q3 2021, filed 21 Sep 2023.