Traverso Chambers Private Wealth Management’s Boeing BA Stock Holding History

Traverso Chambers Private Wealth Management’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$507K	Hold	1,946	–	–	0.12%	74
2023 Q3	$373K	Sell	1,946 -30	-2%	-$6.56K	0.1%	82
2023 Q2	$417K	Sell	1,976 -17	-0.9%	-$3.53K	0.11%	75
2023 Q1	$423K	Hold	1,993	–	–	0.12%	76
2022 Q4	$380K	Hold	1,993	–	–	0.11%	79
2022 Q3	$241K	Hold	1,993	–	–	0.07%	100
2022 Q2	$272K	Buy	1,993 +25	+1%	+$3.69K	0.09%	93
2022 Q1	$377K	Buy	1,968 +7	+0.4%	+$1.41K	0.11%	79
2021 Q4	$395K	Buy	1,961 +150	+8%	+$31.7K	0.12%	77
2021 Q3	$398K	Hold	1,811	–	–	0.12%	77
2021 Q2	$434K	Hold	1,811	–	–	0.14%	74
2021 Q1	$461K	Buy	1,811 +100	+6%	+$22.2K	0.16%	68
2020 Q4	$366K	Buy	1,711 +30	+2%	+$5.77K	0.13%	77
2020 Q3	$278K	Buy	1,681 +210	+14%	+$35.8K	0.11%	82
2020 Q2	$270K	Buy	+1,471	New	+$226K	0.11%	77
2020 Q1	–	Sell	-1,348	Closed	-$439K	–	98
2019 Q4	$439K	Hold	1,348	–	–	0.19%	59
2019 Q3	$513K	Hold	1,348	–	–	0.25%	52
2019 Q2	$477K	Hold	1,348	–	–	0.23%	55
2019 Q1	$514K	Hold	1,348	–	–	0.25%	52
2018 Q4	$435K	Buy	+1,348	New	+$466K	0.24%	54

Other funds holding BA

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Traverso Chambers Private Wealth Management's BA Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its Boeing (BA) position steady in Q4 2023 at 1,946 shares worth $507K. The position accounts for 0.12% of the portfolio, ranked #74.

Traverso Chambers Private Wealth Management first reported a position in BA in Q4 2018 and has held it in 20 quarters since. The position peaked at $514K in Q1 2019. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

Traverso Chambers Private Wealth Management held 1,946 shares of Boeing worth $507K as of Q4 2023.
Traverso Chambers Private Wealth Management left its Boeing share count unchanged in Q4 2023.
Boeing made up 0.12% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #74 holding.
Traverso Chambers Private Wealth Management first reported a position in Boeing in Q4 2018 and has held it in 20 quarters since.
Traverso Chambers Private Wealth Management's Boeing position peaked at $514K in Q1 2019.
2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.