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Sutton Wealth Advisors’s Booz Allen Hamilton BAH Stock Holding History

Sutton Wealth 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
2023
Q3 		$219 Hold
2
– – ﹤0.01% 838
2023
Q2 		$223 Hold
2
– – ﹤0.01% 828
2023
Q1 		$185 Buy
2
+1
+100% +$95 ﹤0.01% 785
2022
Q4 		$105 Hold
1
– – ﹤0.01% 1638
2022
Q3 		$92 Buy
+1
New +$95 ﹤0.01% 1614

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's BAH Position: Q3 2023 in Review

Sutton Wealth Advisors held its Booz Allen Hamilton (BAH) position steady in Q3 2023 at 2 shares worth $219. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Sutton Wealth Advisors first reported a position in BAH in Q3 2022 and has held it in 5 quarters since. The position peaked at $223 in Q2 2023. 630 funds tracked by Wall St. Rank hold BAH as of Q3 2023.

  • Sutton Wealth Advisors held 2 shares of Booz Allen Hamilton worth $219 as of Q3 2023.
  • Sutton Wealth Advisors left its Booz Allen Hamilton share count unchanged in Q3 2023.
  • Booz Allen Hamilton made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #838 holding.
  • Sutton Wealth Advisors first reported a position in Booz Allen Hamilton in Q3 2022 and has held it in 5 quarters since.
  • Sutton Wealth Advisors's Booz Allen Hamilton position peaked at $223 in Q2 2023.
  • 630 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.