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Wealth Alliance’s Booz Allen Hamilton BAH Stock Holding History

Wealth Alliance’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
-2,001
Closed -$256K – 519
2023
Q4 		$256K Sell
2,001
-28
-1% -$3.49K 0.04% 429
2023
Q3 		$222K Sell
2,029
-345
-15% -$39.7K 0.04% 435
2023
Q2 		$265K Buy
2,374
+7
+0.3% +$692 0.04% 415
2023
Q1 		$219K Buy
2,367
+85
+4% +$8.06K 0.04% 454
2022
Q4 		$239K Sell
2,282
-95
-4% -$9.88K 0.04% 415
2022
Q3 		$220K Buy
+2,377
New +$225K 0.04% 405

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
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