Optimum Investment Advisors’s Booz Allen Hamilton BAH Stock Holding History

Optimum Investment 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	-32	Closed	-$3.5K	–	650
2023 Q3	$3.5K	Hold	32	–	–	﹤0.01%	627
2023 Q2	$3.57K	Hold	32	–	–	﹤0.01%	629
2023 Q1	$2.97K	Hold	32	–	–	﹤0.01%	656
2022 Q4	$3.35K	Hold	32	–	–	﹤0.01%	650
2022 Q3	$3K	Hold	32	–	–	﹤0.01%	687
2022 Q2	$3K	Hold	32	–	–	﹤0.01%	725
2022 Q1	$3K	Hold	32	–	–	﹤0.01%	758
2021 Q4	$3K	Hold	32	–	–	﹤0.01%	760
2021 Q3	$3K	Hold	32	–	–	﹤0.01%	777
2021 Q2	$3K	Hold	32	–	–	﹤0.01%	843
2021 Q1	$3K	Hold	32	–	–	﹤0.01%	848
2020 Q4	$3K	Hold	32	–	–	﹤0.01%	813
2020 Q3	$3K	Hold	32	–	–	﹤0.01%	795
2020 Q2	$2K	Buy	+32	New	+$2.42K	﹤0.01%	807

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Optimum Investment Advisors's BAH Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Booz Allen Hamilton (BAH) in Q4 2023, closing a stake of 32 shares — an estimated $3.5K sold.

Optimum Investment Advisors first reported a position in BAH in Q2 2020 and held it in 14 quarters. The position peaked at $3.57K in Q2 2023. 633 funds tracked by Wall St. Rank hold BAH as of Q4 2023.

Optimum Investment Advisors reported no remaining Booz Allen Hamilton position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 32 Booz Allen Hamilton shares in Q4 2023, an estimated $3.5K.
Optimum Investment Advisors first reported a position in Booz Allen Hamilton in Q2 2020 and held it in 14 quarters.
Optimum Investment Advisors's Booz Allen Hamilton position peaked at $3.57K in Q2 2023.
633 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.