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IAA
Independent Advisor Alliance’s
Booz Allen Hamilton
BAH
Stock Holding History
Independent Advisor Alliance’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
2025
Q3
–
Sell
-2,165
Closed
-$225K
–
951
2025
Q2
$225K
Buy
+2,165
New
+$242K
0.01%
803
2025
Q1
–
Sell
-6,757
Closed
-$870K
–
832
2024
Q4
$870K
Buy
6,757
+198
+3%
+$30.8K
0.01%
764
2024
Q3
$1.07M
Sell
6,559
-533
-8%
-$81.6K
0.04%
324
2024
Q2
$1.09M
Sell
7,092
-4,836
-41%
-$725K
0.04%
310
2024
Q1
$1.77M
Buy
11,928
+43
+0.4%
+$6.05K
0.06%
234
2023
Q4
$1.52M
Sell
11,885
-108
-0.9%
-$13.5K
0.05%
251
2023
Q3
$1.31M
Sell
11,993
-2,225
-16%
-$256K
0.06%
253
2023
Q2
$1.59M
Sell
14,218
-485
-3%
-$47.9K
0.07%
235
2023
Q1
$1.36M
Buy
+14,703
New
+$1.39M
0.07%
245
2022
Q4
–
Sell
-3,133
Closed
-$289K
–
445
2022
Q3
$289K
Sell
3,133
-209
-6%
-$19.8K
0.02%
489
2022
Q2
$302K
Sell
3,342
-65
-2%
-$5.55K
0.02%
479
2022
Q1
$299K
Buy
+3,407
New
+$280K
0.01%
506
2020
Q1
–
Sell
-12,151
Closed
-$864K
–
450
2019
Q4
$864K
Buy
12,151
+889
+8%
+$63.3K
0.04%
402
2019
Q3
$800K
Buy
+11,262
New
+$797K
0.1%
185
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$59.7B AUM
29.08%
1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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