PWAG
BAH icon

Polaris Wealth Advisory Group’s Booz Allen Hamilton BAH Stock Holding History

Polaris Wealth Advisory Group’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
2021
Q1 		– Sell
-4,897
Closed -$449K – 172
2020
Q4 		$449K Buy
+4,897
New +$416K 0.03% 132
2019
Q4 		– Sell
-139,333
Closed -$9.62M – 156
2019
Q3 		$9.62M Sell
139,333
-10,606
-7% -$751K 0.79% 45
2019
Q2 		$10M Sell
149,939
-8,888
-6% -$546K 0.76% 48
2019
Q1 		$9.33M Buy
+158,827
New +$8.25M 0.7% 51

Other funds holding BAH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polaris Wealth Advisory Group's BAH Position: Q1 2021 in Review

Polaris Wealth Advisory Group sold out of Booz Allen Hamilton (BAH) in Q1 2021, closing a stake of 4,897 shares — an estimated $449K sold.

Polaris Wealth Advisory Group first reported a position in BAH in Q1 2019 and held it in 4 quarters. The position peaked at $10M in Q2 2019. 524 funds tracked by Wall St. Rank hold BAH as of Q1 2021.

  • Polaris Wealth Advisory Group reported no remaining Booz Allen Hamilton position as of Q1 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 4,897 Booz Allen Hamilton shares in Q1 2021, an estimated $449K.
  • Polaris Wealth Advisory Group first reported a position in Booz Allen Hamilton in Q1 2019 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's Booz Allen Hamilton position peaked at $10M in Q2 2019.
  • 524 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2021, filed 19 Apr 2021.