LFA
BAH icon

Level Financial Advisors’s Booz Allen Hamilton BAH Stock Holding History

Level Financial 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
2023
Q4 		– Sell
-8
Closed -$874 – 284
2023
Q3 		$874 Sell
8
-74
-90% -$8.51K ﹤0.01% 264
2023
Q2 		$9.15K Buy
+82
New +$8.11K 0.01% 196

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Level Financial Advisors's BAH Position: Q4 2023 in Review

Level Financial Advisors sold out of Booz Allen Hamilton (BAH) in Q4 2023, closing a stake of 8 shares — an estimated $874 sold.

Level Financial Advisors first reported a position in BAH in Q2 2023 and held it in 2 quarters. The position peaked at $9.15K in Q2 2023. 633 funds tracked by Wall St. Rank hold BAH as of Q4 2023.

  • Level Financial Advisors reported no remaining Booz Allen Hamilton position as of Q4 2023 after selling out during the quarter.
  • Level Financial Advisors sold 8 Booz Allen Hamilton shares in Q4 2023, an estimated $874.
  • Level Financial Advisors first reported a position in Booz Allen Hamilton in Q2 2023 and held it in 2 quarters.
  • Level Financial Advisors's Booz Allen Hamilton position peaked at $9.15K in Q2 2023.
  • 633 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2023.

Based on Level Financial Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.