Strategic Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Strategic Wealth Management’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	$855K	Buy	10,089 +2,600	+35%	+$219K	0.42%	60
2021 Q3	$594K	Buy	7,489 +648	+9%	+$54.2K	0.31%	61
2021 Q2	$583K	Buy	6,841 +2,334	+52%	+$197K	0.31%	60
2021 Q1	$363K	Buy	+4,507	New	+$378K	0.22%	58
2020 Q3	–	Sell	-2,500	Closed	-$194K	–	71
2020 Q2	$194K	Buy	+2,500	New	+$189K	0.18%	49

Other funds holding BAH

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Strategic Wealth Management's BAH Position: Q4 2021 in Review

Strategic Wealth Management increased its Booz Allen Hamilton (BAH) stake by 35% in Q4 2021, buying an estimated $219K and bringing the position to 10,089 shares worth $855K. The position accounts for 0.42% of the portfolio, ranked #60.

Strategic Wealth Management first reported a position in BAH in Q2 2020 and has held it in 5 quarters since. 513 funds tracked by Wall St. Rank hold BAH as of Q4 2021.

Strategic Wealth Management held 10,089 shares of Booz Allen Hamilton worth $855K as of Q4 2021.
Strategic Wealth Management bought 2,600 Booz Allen Hamilton shares in Q4 2021, an estimated $219K.
Booz Allen Hamilton made up 0.42% of Strategic Wealth Management's portfolio in Q4 2021, its #60 holding.
Strategic Wealth Management first reported a position in Booz Allen Hamilton in Q2 2020 and has held it in 5 quarters since.
513 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.