SYSTM Wealth Solutions’s Booz Allen Hamilton BAH Stock Holding History

SYSTM Wealth Solutions’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 Q3	$100K	Sell	617 -28,594	-98%	-$4.38M	3.05%	20
2024 Q2	$4.5M	Buy	29,211 +1,397	+5%	+$209K	1%	31
2024 Q1	$4.13M	Buy	27,814 +669	+2%	+$94.2K	0.52%	47
2023 Q4	$3.47M	Sell	27,145 -122	-0.4%	-$15.2K	0.48%	54
2023 Q3	$2.98M	Buy	27,267 +1,635	+6%	+$188K	0.46%	50
2023 Q2	$2.86M	Sell	25,632 -4,417	-15%	-$437K	0.39%	62
2023 Q1	$2.79M	Sell	30,049 -4,452	-13%	-$422K	0.43%	55
2022 Q4	$3.61M	Buy	+34,501	New	+$3.59M	0.45%	60

Other funds holding BAH

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

SYSTM Wealth Solutions's BAH Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Booz Allen Hamilton (BAH) stake by 98% in Q3 2024, selling an estimated $4.38M and leaving 617 shares worth $100K. The position accounts for 3.05% of the portfolio, ranked #20.

SYSTM Wealth Solutions first reported a position in BAH in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.5M in Q2 2024. 696 funds tracked by Wall St. Rank hold BAH as of Q3 2024.

SYSTM Wealth Solutions held 617 shares of Booz Allen Hamilton worth $100K as of Q3 2024.
SYSTM Wealth Solutions sold 28,594 Booz Allen Hamilton shares in Q3 2024, an estimated $4.38M.
Booz Allen Hamilton made up 3.05% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #20 holding.
SYSTM Wealth Solutions first reported a position in Booz Allen Hamilton in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Booz Allen Hamilton position peaked at $4.5M in Q2 2024.
696 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.