IWP
BAH icon

Icon Wealth Partners’s Booz Allen Hamilton BAH Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$121K Sell
1,105
-3
-0.3% -$345 0.01% 355
2023
Q2 		$124K Buy
1,108
+16
+1% +$1.58K 0.01% 373
2023
Q1 		$101K Buy
+1,092
New +$104K 0.01% 409

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Partners's BAH Position: Q3 2023 in Review

Icon Wealth Partners reduced its Booz Allen Hamilton (BAH) stake by 0.27% in Q3 2023, selling an estimated $345 and leaving 1,105 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #355.

Icon Wealth Partners first reported a position in BAH in Q1 2023 and has held it in 3 quarters since. The position peaked at $124K in Q2 2023. 630 funds tracked by Wall St. Rank hold BAH as of Q3 2023.

  • Icon Wealth Partners held 1,105 shares of Booz Allen Hamilton worth $121K as of Q3 2023.
  • Icon Wealth Partners sold 3 Booz Allen Hamilton shares in Q3 2023, an estimated $345.
  • Booz Allen Hamilton made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #355 holding.
  • Icon Wealth Partners first reported a position in Booz Allen Hamilton in Q1 2023 and has held it in 3 quarters since.
  • Icon Wealth Partners's Booz Allen Hamilton position peaked at $124K in Q2 2023.
  • 630 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.