HWMA
BAH icon

Heritage Wealth Management (Arizona)’s Booz Allen Hamilton BAH Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$574K Buy
5,488
+2,744
+100% +$285K 0.08% 181
2022
Q3 		$253K Hold
2,744
– – 0.08% 182
2022
Q2 		$248K Hold
2,744
– – 0.08% 193
2022
Q1 		$241K Buy
+2,744
New +$226K 0.07% 238
2021
Q3 		$233K Buy
2,938
+278
+10% +$23.2K 0.08% 191
2021
Q2 		$227K Hold
2,660
– – 0.09% 203
2021
Q1 		$214K Buy
+2,660
New +$223K 0.12% 154

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 $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return