Traverso Chambers Private Wealth Management’s Bank of America BAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$221K	Buy	+6,553	New	+$191K	0.05%	114

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Traverso Chambers Private Wealth Management opened a new position in Bank of America (BAC) in Q4 2023: 6,553 shares worth $221K. The stake represents 0.05% of the portfolio and ranks #114 among its holdings.

2,854 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

Traverso Chambers Private Wealth Management held 6,553 shares of Bank of America worth $221K as of Q4 2023.
Bank of America was a new Traverso Chambers Private Wealth Management position in Q4 2023.
Bank of America made up 0.05% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #114 holding.
2,854 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

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