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Sound Income Strategies’s Booz Allen Hamilton BAH Stock Holding History

Sound Income Strategies’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
2023
Q4 		– Sell
-135
Closed -$14.8K – 1326
2023
Q3 		$14.8K Buy
+135
New +$15.5K ﹤0.01% 498

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sound Income Strategies's BAH Position: Q4 2023 in Review

Sound Income Strategies sold out of Booz Allen Hamilton (BAH) in Q4 2023, closing a stake of 135 shares — an estimated $14.8K sold.

Sound Income Strategies first reported a position in BAH in Q3 2023 and held it in 1 quarter. The position peaked at $14.8K in Q3 2023. 633 funds tracked by Wall St. Rank hold BAH as of Q4 2023.

  • Sound Income Strategies reported no remaining Booz Allen Hamilton position as of Q4 2023 after selling out during the quarter.
  • Sound Income Strategies sold 135 Booz Allen Hamilton shares in Q4 2023, an estimated $14.8K.
  • Sound Income Strategies first reported a position in Booz Allen Hamilton in Q3 2023 and held it in 1 quarter.
  • Sound Income Strategies's Booz Allen Hamilton position peaked at $14.8K in Q3 2023.
  • 633 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2023.

Based on Sound Income Strategies's 13F filing for Q4 2023, filed 10 Jan 2024.