NewSquare Capital’s Booz Allen Hamilton BAH Stock Holding History

NewSquare 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	-27	Closed	-$2.82K	–	893
2022 Q4	$2.82K	Hold	27	–	–	﹤0.01%	441
2022 Q3	$2K	Hold	27	–	–	﹤0.01%	341
2022 Q2	$2K	Hold	27	–	–	﹤0.01%	318
2022 Q1	$2K	Buy	+27	New	+$2.22K	﹤0.01%	335
2019 Q4	–	Sell	-7,945	Closed	-$566K	–	305
2019 Q3	$564K	Buy	7,945 +1,435	+22%	+$102K	0.1%	95
2019 Q2	$431K	Buy	+6,510	New	+$400K	0.08%	101

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewSquare Capital's BAH Position: Q1 2023 in Review

NewSquare Capital sold out of Booz Allen Hamilton (BAH) in Q1 2023, closing a stake of 27 shares — an estimated $2.82K sold.

NewSquare Capital first reported a position in BAH in Q2 2019 and held it in 6 quarters. The position peaked at $564K in Q3 2019. 615 funds tracked by Wall St. Rank hold BAH as of Q1 2023.

NewSquare Capital reported no remaining Booz Allen Hamilton position as of Q1 2023 after selling out during the quarter.
NewSquare Capital sold 27 Booz Allen Hamilton shares in Q1 2023, an estimated $2.82K.
NewSquare Capital first reported a position in Booz Allen Hamilton in Q2 2019 and held it in 6 quarters.
NewSquare Capital's Booz Allen Hamilton position peaked at $564K in Q3 2019.
615 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2023.

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