Retirement Planning Company of New England’s Booz Allen Hamilton BAH Stock Holding History

Retirement Planning Company of New England’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
2024 Q4	–	Sell	-1,296	Closed	-$211K	–	231
2024 Q3	$211K	Sell	1,296 -31	-2%	-$4.75K	0.11%	213
2024 Q2	$204K	Buy	+1,327	New	+$199K	0.11%	203
2022 Q1	–	Sell	-1,757	Closed	-$149K	–	270
2021 Q4	$149K	Buy	+1,757	New	+$148K	0.07%	254

Other funds holding BAH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Retirement Planning Company of New England's BAH Position: Q4 2024 in Review

Retirement Planning Company of New England sold out of Booz Allen Hamilton (BAH) in Q4 2024, closing a stake of 1,296 shares — an estimated $211K sold.

Retirement Planning Company of New England first reported a position in BAH in Q4 2021 and held it in 3 quarters. The position peaked at $211K in Q3 2024. 742 funds tracked by Wall St. Rank hold BAH as of Q4 2024.

Retirement Planning Company of New England reported no remaining Booz Allen Hamilton position as of Q4 2024 after selling out during the quarter.
Retirement Planning Company of New England sold 1,296 Booz Allen Hamilton shares in Q4 2024, an estimated $211K.
Retirement Planning Company of New England first reported a position in Booz Allen Hamilton in Q4 2021 and held it in 3 quarters.
Retirement Planning Company of New England's Booz Allen Hamilton position peaked at $211K in Q3 2024.
742 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2024.

Based on Retirement Planning Company of New England's 13F filing for Q4 2024, filed 10 Feb 2025.