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Money Concepts Capital’s Booz Allen Hamilton BAH Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,174
Closed -$123K – 660
2022
Q4 		$123K Buy
1,174
+196
+20% +$20.4K 0.01% 893
2022
Q3 		$90K Sell
978
-36
-4% -$3.41K 0.01% 589
2022
Q2 		$94K Buy
1,014
+244
+32% +$20.8K 0.01% 577
2022
Q1 		$68K Buy
+770
New +$63.4K ﹤0.01% 1120

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Money Concepts Capital's BAH Position: Q1 2023 in Review

Money Concepts Capital sold out of Booz Allen Hamilton (BAH) in Q1 2023, closing a stake of 1,174 shares — an estimated $123K sold.

Money Concepts Capital first reported a position in BAH in Q1 2022 and held it in 4 quarters. The position peaked at $123K in Q4 2022. 615 funds tracked by Wall St. Rank hold BAH as of Q1 2023.

  • Money Concepts Capital reported no remaining Booz Allen Hamilton position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,174 Booz Allen Hamilton shares in Q1 2023, an estimated $123K.
  • Money Concepts Capital first reported a position in Booz Allen Hamilton in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Booz Allen Hamilton position peaked at $123K in Q4 2022.
  • 615 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.