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Sheaff Brock Investment Advisors’s Booz Allen Hamilton BAH Stock Holding History

Sheaff Brock Investment 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
Q1 		– Sell
-12,020
Closed -$1.05M – 504
2020
Q4 		$1.05M Buy
12,020
+38
+0.3% +$3.23K 0.12% 141
2020
Q3 		$994K Sell
11,982
-431
-3% -$35.3K 0.12% 133
2020
Q2 		$966K Sell
12,413
-447
-3% -$33.8K 0.14% 129
2020
Q1 		$883K Sell
12,860
-852
-6% -$62.8K 0.16% 110
2019
Q4 		$975K Sell
13,712
-401
-3% -$28.6K 0.12% 146
2019
Q3 		$1M Sell
14,113
-2,454
-15% -$174K 0.14% 138
2019
Q2 		$1.1M Sell
16,567
-1,080
-6% -$66.4K 0.15% 126
2019
Q1 		$1.03M Buy
+17,647
New +$917K 0.14% 135

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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return