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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BAH Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Booz Allen Hamilton (BAH) stake by 100% in Q4 2022, buying an estimated $285K and bringing the position to 5,488 shares worth $574K. The position accounts for 0.08% of the portfolio, ranked #181.

Heritage Wealth Management (Arizona) first reported a position in BAH in Q1 2021 and has held it in 7 quarters since. 634 funds tracked by Wall St. Rank hold BAH as of Q4 2022.

Heritage Wealth Management (Arizona) held 5,488 shares of Booz Allen Hamilton worth $574K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 2,744 Booz Allen Hamilton shares in Q4 2022, an estimated $285K.
Booz Allen Hamilton made up 0.08% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #181 holding.
Heritage Wealth Management (Arizona) first reported a position in Booz Allen Hamilton in Q1 2021 and has held it in 7 quarters since.
634 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.