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Sterling Financial Planning’s Booz Allen Hamilton BAH Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-46
Closed -$4K – 127
2021
Q3 		$4K Hold
46
– – ﹤0.01% 372
2021
Q2 		$4K Hold
46
– – ﹤0.01% 350
2021
Q1 		$4K Hold
46
– – ﹤0.01% 325
2020
Q4 		$4K Buy
+46
New +$3.91K ﹤0.01% 311

Other funds holding BAH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sterling Financial Planning's BAH Position: Q4 2021 in Review

Sterling Financial Planning sold out of Booz Allen Hamilton (BAH) in Q4 2021, closing a stake of 46 shares — an estimated $4K sold.

Sterling Financial Planning first reported a position in BAH in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 513 funds tracked by Wall St. Rank hold BAH as of Q4 2021.

  • Sterling Financial Planning reported no remaining Booz Allen Hamilton position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 46 Booz Allen Hamilton shares in Q4 2021, an estimated $4K.
  • Sterling Financial Planning first reported a position in Booz Allen Hamilton in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Booz Allen Hamilton position peaked at $4K in Q3 2021.
  • 513 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.