LWM
BAH icon

Liberty Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Liberty Wealth Management’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
2021
Q2 		– Sell
-371
Closed -$31K – 1067
2021
Q1 		$31K Hold
371
– – 0.02% 379
2020
Q4 		$31K Sell
371
-5
-1% -$425 0.02% 377
2020
Q3 		$31K Sell
376
-28
-7% -$2.29K 0.02% 319
2020
Q2 		$31K Buy
+404
New +$30.5K 0.02% 304

Other funds holding BAH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Wealth Management's BAH Position: Q2 2021 in Review

Liberty Wealth Management sold out of Booz Allen Hamilton (BAH) in Q2 2021, closing a stake of 371 shares — an estimated $31K sold.

Liberty Wealth Management first reported a position in BAH in Q2 2020 and held it in 4 quarters. The position peaked at $31K in Q1 2021. 501 funds tracked by Wall St. Rank hold BAH as of Q2 2021.

  • Liberty Wealth Management reported no remaining Booz Allen Hamilton position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 371 Booz Allen Hamilton shares in Q2 2021, an estimated $31K.
  • Liberty Wealth Management first reported a position in Booz Allen Hamilton in Q2 2020 and held it in 4 quarters.
  • Liberty Wealth Management's Booz Allen Hamilton position peaked at $31K in Q1 2021.
  • 501 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.