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Wetzel Investment Advisors’s Booz Allen Hamilton BAH Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-11
Closed -$1.63K – 193
2024
Q2 		$1.63K Hold
11
– – ﹤0.01% 771
2024
Q1 		$1.53K Hold
11
– – ﹤0.01% 890
2023
Q4 		$1K Buy
+11
New +$1.37K ﹤0.01% 923

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wetzel Investment Advisors's BAH Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Booz Allen Hamilton (BAH) in Q3 2024, closing a stake of 11 shares — an estimated $1.63K sold.

Wetzel Investment Advisors first reported a position in BAH in Q4 2023 and held it in 3 quarters. The position peaked at $1.63K in Q2 2024. 696 funds tracked by Wall St. Rank hold BAH as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Booz Allen Hamilton position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 11 Booz Allen Hamilton shares in Q3 2024, an estimated $1.63K.
  • Wetzel Investment Advisors first reported a position in Booz Allen Hamilton in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Booz Allen Hamilton position peaked at $1.63K in Q2 2024.
  • 696 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.