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TFO Wealth Partners’s Booz Allen Hamilton BAH Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-5
Closed -$742 – 129
2024
Q1 		$742 Sell
5
-2
-29% -$282 ﹤0.01% 202
2023
Q4 		$895 Hold
7
– – ﹤0.01% 217
2023
Q3 		$781 Buy
7
+2
+40% +$230 ﹤0.01% 337
2023
Q2 		$558 Hold
5
– – ﹤0.01% 265
2023
Q1 		$463 Buy
5
+3
+150% +$284 ﹤0.01% 265
2022
Q4 		$137 Buy
+2
New +$208 ﹤0.01% 705
2022
Q3 		– Sell
-97
Closed -$9K – 171
2022
Q2 		$9K Buy
+97
New +$8.28K ﹤0.01% 134

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's BAH Position: Q2 2024 in Review

TFO Wealth Partners sold out of Booz Allen Hamilton (BAH) in Q2 2024, closing a stake of 5 shares — an estimated $742 sold.

TFO Wealth Partners first reported a position in BAH in Q2 2022 and held it in 7 quarters. The position peaked at $9K in Q2 2022. 728 funds tracked by Wall St. Rank hold BAH as of Q2 2024.

  • TFO Wealth Partners reported no remaining Booz Allen Hamilton position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 5 Booz Allen Hamilton shares in Q2 2024, an estimated $742.
  • TFO Wealth Partners first reported a position in Booz Allen Hamilton in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Booz Allen Hamilton position peaked at $9K in Q2 2022.
  • 728 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.