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PFS Investments’s Booz Allen Hamilton BAH Stock Holding History

PFS Investments’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
Q2 		$2.17M Buy
19,455
+3,088
+19% +$305K 0.04% 315
2023
Q1 		$1.56M Buy
16,367
+2,664
+19% +$253K 0.03% 343
2022
Q4 		$1.43M Buy
13,703
+1,150
+9% +$120K 0.03% 324
2022
Q3 		$1.16M Buy
+12,553
New +$1.19M 0.02% 324

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PFS Investments's BAH Position: Q2 2023 in Review

PFS Investments increased its Booz Allen Hamilton (BAH) stake by 19% in Q2 2023, buying an estimated $305K and bringing the position to 19,455 shares worth $2.17M. The position accounts for 0.04% of the portfolio, ranked #315.

PFS Investments first reported a position in BAH in Q3 2022 and has held it in 4 quarters since. 612 funds tracked by Wall St. Rank hold BAH as of Q2 2023.

  • PFS Investments held 19,455 shares of Booz Allen Hamilton worth $2.17M as of Q2 2023.
  • PFS Investments bought 3,088 Booz Allen Hamilton shares in Q2 2023, an estimated $305K.
  • Booz Allen Hamilton made up 0.04% of PFS Investments's portfolio in Q2 2023, its #315 holding.
  • PFS Investments first reported a position in Booz Allen Hamilton in Q3 2022 and has held it in 4 quarters since.
  • 612 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.