PVWM
BAH icon

Point View Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Point View 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
2020
Q4 		$583K Buy
6,683
+885
+15% +$75.3K 0.24% 136
2020
Q3 		$481K Sell
5,798
-53
-0.9% -$4.34K 0.23% 138
2020
Q2 		$455K Sell
5,851
-1,121
-16% -$84.8K 0.22% 144
2020
Q1 		$479K Sell
6,972
-43
-0.6% -$3.17K 0.26% 125
2019
Q4 		$499K Sell
7,015
-112
-2% -$7.97K 0.21% 150
2019
Q3 		$506K Sell
7,127
-1,308
-16% -$92.6K 0.23% 140
2019
Q2 		$558K Sell
8,435
-56
-0.7% -$3.44K 0.24% 136
2019
Q1 		$494K Sell
8,491
-46
-0.5% -$2.39K 0.22% 141
2018
Q4 		$385K Hold
8,537
– – 0.19% 152
2018
Q3 		$424K Sell
8,537
-294
-3% -$14.3K 0.19% 158
2018
Q2 		$386K Sell
8,831
-434
-5% -$18.2K 0.18% 161
2018
Q1 		$359K Sell
9,265
-979
-10% -$37.8K 0.17% 169
2017
Q4 		$391K Sell
10,244
-608
-6% -$23K 0.19% 158
2017
Q3 		$406K Sell
10,852
-1,582
-13% -$54.4K 0.19% 158
2017
Q2 		$405K Hold
12,434
– – 0.2% 154
2017
Q1 		$440K Buy
12,434
+1,582
+15% +$56.5K 0.23% 146
2016
Q4 		$391K Sell
10,852
-594
-5% -$20.1K 0.23% 147
2016
Q3 		$362K Sell
11,446
-73
-0.6% -$2.23K 0.21% 148
2016
Q2 		$341K Hold
11,519
– – 0.21% 152
2016
Q1 		$349K Sell
11,519
-586
-5% -$16.7K 0.22% 142
2015
Q4 		$373K Sell
12,105
-258
-2% -$7.49K 0.27% 128
2015
Q3 		$324K Sell
12,363
-996
-7% -$26.6K 0.26% 128
2015
Q2 		$337K Sell
13,359
-720
-5% -$19.5K 0.26% 128
2015
Q1 		$407K Sell
14,079
-601
-4% -$17.5K 0.31% 117
2014
Q4 		$389K Buy
14,680
+3,545
+32% +$92.1K 0.29% 113
2014
Q3 		$261K Buy
+11,135
New +$245K 0.22% 146

Other funds holding BAH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Point View Wealth Management's BAH Position: Q4 2020 in Review

Point View Wealth Management increased its Booz Allen Hamilton (BAH) stake by 15% in Q4 2020, buying an estimated $75.3K and bringing the position to 6,683 shares worth $583K. The position accounts for 0.24% of the portfolio, ranked #136.

Point View Wealth Management first reported a position in BAH in Q3 2014 and has held it in 26 quarters since. 520 funds tracked by Wall St. Rank hold BAH as of Q4 2020.

  • Point View Wealth Management held 6,683 shares of Booz Allen Hamilton worth $583K as of Q4 2020.
  • Point View Wealth Management bought 885 Booz Allen Hamilton shares in Q4 2020, an estimated $75.3K.
  • Booz Allen Hamilton made up 0.24% of Point View Wealth Management's portfolio in Q4 2020, its #136 holding.
  • Point View Wealth Management first reported a position in Booz Allen Hamilton in Q3 2014 and has held it in 26 quarters since.
  • 520 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.