Symphony Financial’s Booz Allen Hamilton BAH Stock Holding History

Symphony Financial’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
2024 Q4	–	Sell	-1,449	Closed	-$235K	–	223
2024 Q3	$235K	Buy	+1,449	New	+$222K	0.04%	199

Other funds holding BAH

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Symphony Financial's BAH Position: Q4 2024 in Review

Symphony Financial sold out of Booz Allen Hamilton (BAH) in Q4 2024, closing a stake of 1,449 shares — an estimated $235K sold.

Symphony Financial first reported a position in BAH in Q3 2024 and held it in 1 quarter. The position peaked at $235K in Q3 2024. 742 funds tracked by Wall St. Rank hold BAH as of Q4 2024.

Symphony Financial reported no remaining Booz Allen Hamilton position as of Q4 2024 after selling out during the quarter.
Symphony Financial sold 1,449 Booz Allen Hamilton shares in Q4 2024, an estimated $235K.
Symphony Financial first reported a position in Booz Allen Hamilton in Q3 2024 and held it in 1 quarter.
Symphony Financial's Booz Allen Hamilton position peaked at $235K in Q3 2024.
742 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2024.

Based on Symphony Financial's 13F filing for Q4 2024, filed 24 Jan 2025.