Powell Investment Advisors’s BigBear.ai BBAI Stock Holding History

Powell Investment Advisors’s Portfolio BBAI Stock Details BBAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-36,500	Closed	-$53.3K	–	158
2024 Q3	$53.3K	Hold	36,500	–	–	0.02%	137
2024 Q2	$55.1K	Buy	36,500 +6,500	+22%	+$10.2K	0.03%	138
2024 Q1	$61.5K	Sell	30,000 -5,020	-14%	-$11.1K	0.03%	133
2023 Q4	$74.9K	Buy	35,020 +17,000	+94%	+$27.5K	0.04%	133
2023 Q3	$27.2K	Buy	18,020 +6,020	+50%	+$10.5K	0.02%	136
2023 Q2	$28.2K	Buy	+12,000	New	+$30.4K	0.02%	126

Other funds holding BBAI

AIP

AE Industrial Partners Boca Raton, Florida $1.63B AUM 5.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Powell Investment Advisors's BBAI Position: Q4 2024 in Review

Powell Investment Advisors sold out of BigBear.ai (BBAI) in Q4 2024, closing a stake of 36,500 shares — an estimated $53.3K sold.

Powell Investment Advisors first reported a position in BBAI in Q2 2023 and held it in 6 quarters. The position peaked at $74.9K in Q4 2023. 142 funds tracked by Wall St. Rank hold BBAI as of Q4 2024.

Powell Investment Advisors reported no remaining BigBear.ai position as of Q4 2024 after selling out during the quarter.
Powell Investment Advisors sold 36,500 BigBear.ai shares in Q4 2024, an estimated $53.3K.
Powell Investment Advisors first reported a position in BigBear.ai in Q2 2023 and held it in 6 quarters.
Powell Investment Advisors's BigBear.ai position peaked at $74.9K in Q4 2023.
142 funds tracked by Wall St. Rank held BigBear.ai as of Q4 2024.

Based on Powell Investment Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.