Traverso Chambers Private Wealth Management’s Blackrock BLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$614K	Sell	756 -20	-3%	-$14K	0.15%	69
2023 Q3	$502K	Buy	776 +20	+3%	+$14K	0.13%	69
2023 Q2	$523K	Sell	756 -12	-2%	-$8.04K	0.14%	69
2023 Q1	$514K	Sell	768 -8	-1%	-$5.63K	0.14%	69
2022 Q4	$550K	Sell	776 -4	-0.5%	-$2.67K	0.16%	68
2022 Q3	$429K	Buy	780 +62	+9%	+$40.6K	0.13%	76
2022 Q2	$437K	Buy	718 +82	+13%	+$53.4K	0.15%	71
2022 Q1	$486K	Buy	636 +19	+3%	+$14.8K	0.14%	72
2021 Q4	$565K	Buy	617 +21	+4%	+$19.2K	0.17%	69
2021 Q3	$500K	Sell	596 -12	-2%	-$10.8K	0.16%	67
2021 Q2	$532K	Buy	608 +31	+5%	+$26.2K	0.17%	66
2021 Q1	$435K	Buy	577 +21	+4%	+$15.2K	0.15%	71
2020 Q4	$401K	Buy	556 +5	+0.9%	+$3.32K	0.14%	71
2020 Q3	$311K	Buy	551 +30	+6%	+$17.1K	0.12%	75
2020 Q2	$283K	Buy	521 +47	+10%	+$23.7K	0.12%	75
2020 Q1	$209K	Buy	474 +62	+15%	+$30.5K	0.1%	87
2019 Q4	$207K	Buy	+412	New	+$195K	0.09%	101
2019 Q3	–	Sell	-435	Closed	-$204K	–	99
2019 Q2	$204K	Buy	+435	New	+$197K	0.1%	93

Other funds holding BLK

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

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Traverso Chambers Private Wealth Management reduced its Blackrock (BLK) stake by 2.6% in Q4 2023, selling an estimated $14K and leaving 756 shares worth $614K. The position accounts for 0.15% of the portfolio, ranked #69.

Traverso Chambers Private Wealth Management first reported a position in BLK in Q2 2019 and has held it in 18 quarters since. 1,930 funds tracked by Wall St. Rank hold BLK as of Q4 2023.

Traverso Chambers Private Wealth Management held 756 shares of Blackrock worth $614K as of Q4 2023.
Traverso Chambers Private Wealth Management sold 20 Blackrock shares in Q4 2023, an estimated $14K.
Blackrock made up 0.15% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #69 holding.
Traverso Chambers Private Wealth Management first reported a position in Blackrock in Q2 2019 and has held it in 18 quarters since.
1,930 funds tracked by Wall St. Rank held Blackrock as of Q4 2023.

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