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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Tradition Wealth Management's BAH Position: Q1 2024 in Review

Tradition Wealth Management sold out of Booz Allen Hamilton (BAH) in Q1 2024, closing a stake of 564 shares — an estimated $72K sold.

Tradition Wealth Management first reported a position in BAH in Q4 2020 and held it in 13 quarters. The position peaked at $72K in Q4 2023. 705 funds tracked by Wall St. Rank hold BAH as of Q1 2024.

Tradition Wealth Management reported no remaining Booz Allen Hamilton position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 564 Booz Allen Hamilton shares in Q1 2024, an estimated $72K.
Tradition Wealth Management first reported a position in Booz Allen Hamilton in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Booz Allen Hamilton position peaked at $72K in Q4 2023.
705 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.