Valeo Financial Advisors’s Booz Allen Hamilton BAH Stock Holding History

Valeo Financial 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 Q2	–	Sell	-55	Closed	-$4K	–	636
2021 Q1	$4K	Hold	55	–	–	﹤0.01%	1603
2020 Q4	$5K	Hold	55	–	–	﹤0.01%	1353
2020 Q3	$5K	Sell	55 -107	-66%	-$8.76K	﹤0.01%	1233
2020 Q2	$13K	Hold	162	–	–	﹤0.01%	1187
2020 Q1	$12K	Hold	162	–	–	﹤0.01%	1019
2019 Q4	$12K	Sell	162 -94	-37%	-$6.69K	﹤0.01%	1044
2019 Q3	$18K	Buy	256 +55	+27%	+$3.89K	﹤0.01%	867
2019 Q2	$13K	Hold	201	–	–	﹤0.01%	952
2019 Q1	$12K	Sell	201 -12	-6%	-$623	﹤0.01%	917
2018 Q4	$10K	Buy	213 +46	+28%	+$2.26K	﹤0.01%	871
2018 Q3	$8K	Sell	167 -14	-8%	-$683	﹤0.01%	1020
2018 Q2	$9K	Hold	181	–	–	﹤0.01%	957
2018 Q1	$7K	Buy	181 +10	+6%	+$387	﹤0.01%	1014
2017 Q4	$7K	Sell	171 -38	-18%	-$1.44K	﹤0.01%	897
2017 Q3	$8K	Buy	+209	New	+$7.18K	﹤0.01%	742

Other funds holding BAH

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Valeo Financial Advisors's BAH Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Booz Allen Hamilton (BAH) in Q2 2021, closing a stake of 55 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in BAH in Q3 2017 and held it in 15 quarters. The position peaked at $18K in Q3 2019. 501 funds tracked by Wall St. Rank hold BAH as of Q2 2021.

Valeo Financial Advisors reported no remaining Booz Allen Hamilton position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 55 Booz Allen Hamilton shares in Q2 2021, an estimated $4K.
Valeo Financial Advisors first reported a position in Booz Allen Hamilton in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Booz Allen Hamilton position peaked at $18K in Q3 2019.
501 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.