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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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,048
Closed -$61K – 602
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

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BAH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Booz Allen Hamilton (BAH) in Q2 2019, closing a stake of 1,048 shares — an estimated $61K sold.

Wealthspire Advisors (Maryland) first reported a position in BAH in Q4 2015 and held it in 14 quarters. The position peaked at $158K in Q3 2016. 407 funds tracked by Wall St. Rank hold BAH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Booz Allen Hamilton position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,048 Booz Allen Hamilton shares in Q2 2019, an estimated $61K.
  • Wealthspire Advisors (Maryland) first reported a position in Booz Allen Hamilton in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Booz Allen Hamilton position peaked at $158K in Q3 2016.
  • 407 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.