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Reilly Financial Advisors’s Booz Allen Hamilton BAH Stock Holding History

Reilly Financial 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
2021
Q3 		– Sell
-20
Closed -$2K – 923
2021
Q2 		$2K Hold
20
– – ﹤0.01% 888
2021
Q1 		$2K Hold
20
– – ﹤0.01% 901
2020
Q4 		$2K Buy
+20
New +$1.7K ﹤0.01% 782

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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Reilly Financial Advisors's BAH Position: Q3 2021 in Review

Reilly Financial Advisors sold out of Booz Allen Hamilton (BAH) in Q3 2021, closing a stake of 20 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in BAH in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 481 funds tracked by Wall St. Rank hold BAH as of Q3 2021.

  • Reilly Financial Advisors reported no remaining Booz Allen Hamilton position as of Q3 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 20 Booz Allen Hamilton shares in Q3 2021, an estimated $2K.
  • Reilly Financial Advisors first reported a position in Booz Allen Hamilton in Q4 2020 and held it in 3 quarters.
  • Reilly Financial Advisors's Booz Allen Hamilton position peaked at $2K in Q2 2021.
  • 481 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.