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WR Wealth Planners’s Booz Allen Hamilton BAH Stock Holding History

WR Wealth Planners’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
2023
Q4 		– Sell
-135
Closed -$14.8K – 236
2023
Q3 		$14.8K Sell
135
-11
-8% -$1.26K 0.01% 474
2023
Q2 		$16.3K Buy
146
+122
+508% +$12.1K 0.01% 468
2023
Q1 		$2.23K Buy
+24
New +$2.28K ﹤0.01% 763

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

WR Wealth Planners's BAH Position: Q4 2023 in Review

WR Wealth Planners sold out of Booz Allen Hamilton (BAH) in Q4 2023, closing a stake of 135 shares — an estimated $14.8K sold.

WR Wealth Planners first reported a position in BAH in Q1 2023 and held it in 3 quarters. The position peaked at $16.3K in Q2 2023. 633 funds tracked by Wall St. Rank hold BAH as of Q4 2023.

  • WR Wealth Planners reported no remaining Booz Allen Hamilton position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 135 Booz Allen Hamilton shares in Q4 2023, an estimated $14.8K.
  • WR Wealth Planners first reported a position in Booz Allen Hamilton in Q1 2023 and held it in 3 quarters.
  • WR Wealth Planners's Booz Allen Hamilton position peaked at $16.3K in Q2 2023.
  • 633 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.