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Independent Financial Group’s Booz Allen Hamilton BAH Stock Holding History

Independent Financial Group’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
2020
Q4 		– Sell
-2,657
Closed -$220K – 569
2020
Q3 		$220K Sell
2,657
-371
-12% -$30.4K 0.04% 432
2020
Q2 		$236K Buy
+3,028
New +$229K 0.05% 375

Other funds holding BAH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Financial Group's BAH Position: Q4 2020 in Review

Independent Financial Group sold out of Booz Allen Hamilton (BAH) in Q4 2020, closing a stake of 2,657 shares — an estimated $220K sold.

Independent Financial Group first reported a position in BAH in Q2 2020 and held it in 2 quarters. The position peaked at $236K in Q2 2020. 520 funds tracked by Wall St. Rank hold BAH as of Q4 2020.

  • Independent Financial Group reported no remaining Booz Allen Hamilton position as of Q4 2020 after selling out during the quarter.
  • Independent Financial Group sold 2,657 Booz Allen Hamilton shares in Q4 2020, an estimated $220K.
  • Independent Financial Group first reported a position in Booz Allen Hamilton in Q2 2020 and held it in 2 quarters.
  • Independent Financial Group's Booz Allen Hamilton position peaked at $236K in Q2 2020.
  • 520 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2020.

Based on Independent Financial Group's 13F filing for Q4 2020, filed 15 Jun 2026.