YorkBridge Wealth Partners’s Booz Allen Hamilton BAH Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$303K	Sell	2,903 -753	-21%	-$78.3K	0.08%	190
2022 Q3	$338K	Sell	3,656 -302	-8%	-$28.6K	0.09%	170
2022 Q2	$358K	Sell	3,958 -441	-10%	-$37.6K	0.09%	166
2022 Q1	$386K	Sell	4,399 -162	-4%	-$13.3K	0.08%	185
2021 Q4	$387K	Buy	4,561 +215	+5%	+$18.1K	0.09%	195
2021 Q3	$345K	Buy	4,346 +769	+21%	+$64.3K	0.09%	200
2021 Q2	$305K	Buy	3,577 +107	+3%	+$9.05K	0.08%	204
2021 Q1	$279K	Buy	+3,470	New	+$291K	0.08%	212

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

YorkBridge Wealth Partners's BAH Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Booz Allen Hamilton (BAH) stake by 21% in Q4 2022, selling an estimated $78.3K and leaving 2,903 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #190.

YorkBridge Wealth Partners first reported a position in BAH in Q1 2021 and has held it in 8 quarters since. The position peaked at $387K in Q4 2021. 634 funds tracked by Wall St. Rank hold BAH as of Q4 2022.

YorkBridge Wealth Partners held 2,903 shares of Booz Allen Hamilton worth $303K as of Q4 2022.
YorkBridge Wealth Partners sold 753 Booz Allen Hamilton shares in Q4 2022, an estimated $78.3K.
Booz Allen Hamilton made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #190 holding.
YorkBridge Wealth Partners first reported a position in Booz Allen Hamilton in Q1 2021 and has held it in 8 quarters since.
YorkBridge Wealth Partners's Booz Allen Hamilton position peaked at $387K in Q4 2021.
634 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.