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Heritage Financial Services’s Booz Allen Hamilton BAH Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-19
Closed -$1K – 97
2022
Q2 		$1K Buy
+19
New +$1.62K ﹤0.01% 432

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 $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Heritage Financial Services's BAH Position: Q3 2022 in Review

Heritage Financial Services sold out of Booz Allen Hamilton (BAH) in Q3 2022, closing a stake of 19 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in BAH in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 568 funds tracked by Wall St. Rank hold BAH as of Q3 2022.

  • Heritage Financial Services reported no remaining Booz Allen Hamilton position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 19 Booz Allen Hamilton shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in Booz Allen Hamilton in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Booz Allen Hamilton position peaked at $1K in Q2 2022.
  • 568 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.