TPWA
BAH icon

TRUE Private Wealth Advisors’s Booz Allen Hamilton BAH Stock Holding History

TRUE Private Wealth Advisors’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
2021
Q1 		– Sell
-101
Closed -$8K – 272
2020
Q4 		$8K Buy
+101
New +$8.59K ﹤0.01% 554
2020
Q1 		– Sell
-200
Closed -$14K – 677
2019
Q4 		$14K Buy
+200
New +$14.2K ﹤0.01% 541

Other funds holding BAH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRUE Private Wealth Advisors's BAH Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Booz Allen Hamilton (BAH) in Q1 2021, closing a stake of 101 shares — an estimated $8K sold.

TRUE Private Wealth Advisors first reported a position in BAH in Q4 2019 and held it in 2 quarters. The position peaked at $14K in Q4 2019. 524 funds tracked by Wall St. Rank hold BAH as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Booz Allen Hamilton position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 101 Booz Allen Hamilton shares in Q1 2021, an estimated $8K.
  • TRUE Private Wealth Advisors first reported a position in Booz Allen Hamilton in Q4 2019 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Booz Allen Hamilton position peaked at $14K in Q4 2019.
  • 524 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.