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

Tradition 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
2024 Q1	–	Sell	-564	Closed	-$72K	–	454
2023 Q4	$72K	Hold	564	–	–	0.01%	542
2023 Q3	$62K	Sell	564 -7	-1%	-$805	0.01%	551
2023 Q2	$64K	Hold	571	–	–	0.01%	563
2023 Q1	$53K	Buy	571 +9	+2%	+$853	0.01%	591
2022 Q4	$59K	Hold	562	–	–	0.01%	488
2022 Q3	$52K	Buy	562 +1	+0.2%	+$95	0.01%	497
2022 Q2	$51K	Hold	561	–	–	0.01%	453
2022 Q1	$49K	Hold	561	–	–	0.01%	520
2021 Q4	$48K	Hold	561	–	–	0.01%	533
2021 Q3	$45K	Hold	561	–	–	0.01%	526
2021 Q2	$48K	Hold	561	–	–	0.01%	537
2021 Q1	$45K	Hold	561	–	–	0.01%	454
2020 Q4	$49K	Buy	+561	New	+$47.7K	0.01%	417

Other funds holding BAH

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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

WCM Investment Management

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

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

Geode Capital Management

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

First Trust Advisors

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