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IBEX Wealth Advisors’s Booz Allen Hamilton BAH Stock Holding History

IBEX Wealth Advisors’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
2024
Q4 		– Sell
-4,724
Closed -$4.49M – 211
2024
Q3 		$4.49M Buy
4,724
+4,672
+8,985% +$715K 1.23% 32
2024
Q2 		$8.04K Buy
+52
New +$7.8K ﹤0.01% 236

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IBEX Wealth Advisors's BAH Position: Q4 2024 in Review

IBEX Wealth Advisors sold out of Booz Allen Hamilton (BAH) in Q4 2024, closing a stake of 4,724 shares — an estimated $4.49M sold.

IBEX Wealth Advisors first reported a position in BAH in Q2 2024 and held it in 2 quarters. The position peaked at $4.49M in Q3 2024. 742 funds tracked by Wall St. Rank hold BAH as of Q4 2024.

  • IBEX Wealth Advisors reported no remaining Booz Allen Hamilton position as of Q4 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 4,724 Booz Allen Hamilton shares in Q4 2024, an estimated $4.49M.
  • IBEX Wealth Advisors first reported a position in Booz Allen Hamilton in Q2 2024 and held it in 2 quarters.
  • IBEX Wealth Advisors's Booz Allen Hamilton position peaked at $4.49M in Q3 2024.
  • 742 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2024.

Based on IBEX Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.