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WAM
Wealthspire Advisors (Maryland)’s
Booz Allen Hamilton
BAH
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
BAH Stock Details
BAH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-1,048
Closed
-$61K
–
607
2019
Q1
$61K
Buy
1,048
+497
+90%
+$25.8K
﹤0.01%
824
2018
Q4
$25K
Sell
551
-751
-58%
-$36.9K
﹤0.01%
1116
2018
Q3
$65K
Sell
1,302
-788
-38%
-$38.4K
0.01%
869
2018
Q2
$91K
Sell
2,090
-62
-3%
-$2.6K
0.01%
738
2018
Q1
$83K
Buy
2,152
+239
+12%
+$9.24K
0.01%
779
2017
Q4
$73K
Sell
1,913
-229
-11%
-$8.66K
0.01%
841
2017
Q3
$80K
Buy
2,142
+8
+0.4%
+$275
0.01%
796
2017
Q2
$69K
Sell
2,134
-636
-23%
-$22.9K
0.01%
830
2017
Q1
$98K
Buy
2,770
+39
+1%
+$1.39K
0.01%
608
2016
Q4
$99K
Sell
2,731
-2,277
-45%
-$77.2K
0.01%
584
2016
Q3
$158K
Buy
5,008
+42
+0.8%
+$1.28K
0.02%
449
2016
Q2
$147K
Buy
4,966
+2,136
+75%
+$61.1K
0.02%
448
2016
Q1
$86K
Buy
2,830
+89
+3%
+$2.54K
0.02%
558
2015
Q4
$85K
Buy
+2,741
New
+$79.6K
0.02%
567
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$1.86B AUM
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1-Year Est. Return
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$30.3B AUM
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$5.89B AUM
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$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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