9WM
AVGO icon

9258 Wealth Management’s Broadcom AVGO Stock Holding History

9258 Wealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$6.72M Sell
38,962
-278
-0.7% -$44.6K 0.99% 20
2024
Q2 		$6.3M Sell
39,240
-550
-1% -$77.1K 0.97% 21
2024
Q1 		$5.27M Buy
39,790
+950
+2% +$118K 0.82% 25
2023
Q4 		$4.34M Buy
38,840
+580
+2% +$54.9K 0.76% 28
2023
Q3 		$3.18M Sell
38,260
-1,220
-3% -$106K 0.62% 34
2023
Q2 		$3.42M Sell
39,480
-3,130
-7% -$223K 0.64% 33
2023
Q1 		$2.73M Sell
42,610
-30
-0.1% -$1.8K 0.55% 40
2022
Q4 		$2.38M Buy
42,640
+8,570
+25% +$430K 0.52% 42
2022
Q3 		$1.51M Sell
34,070
-1,000
-3% -$51.1K 0.39% 58
2022
Q2 		$1.7M Buy
35,070
+1,500
+4% +$84.2K 0.44% 53
2022
Q1 		$2.11M Sell
33,570
-760
-2% -$45.1K 0.49% 40
2021
Q4 		$2.28M Buy
34,330
+3,060
+10% +$172K 0.52% 33
2021
Q3 		$1.52M Buy
31,270
+350
+1% +$17K 0.4% 48
2021
Q2 		$1.48M Buy
30,920
+1,350
+5% +$62.6K 0.4% 50
2021
Q1 		$1.37M Buy
29,570
+240
+0.8% +$11.1K 0.41% 50
2020
Q4 		$1.28M Buy
29,330
+430
+1% +$16.8K 0.42% 47
2020
Q3 		$1.01M Sell
28,900
-1,580
-5% -$52.9K 0.38% 59
2020
Q2 		$962K Buy
30,480
+160
+0.5% +$4.48K 0.39% 66
2020
Q1 		$814K Sell
30,320
-2,480
-8% -$69.9K 0.36% 71
2019
Q4 		$1.04M Buy
32,800
+17,110
+109% +$519K 0.38% 69
2019
Q3 		$433K Buy
15,690
+110
+0.7% +$3.13K 0.34% 105
2019
Q2 		$449K Buy
15,580
+850
+6% +$24.8K 0.36% 96
2019
Q1 		$443K Buy
14,730
+640
+5% +$17.4K 0.38% 88
2018
Q4 		$358K Buy
+14,090
New +$333K 0.35% 96

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

9258 Wealth Management's AVGO Position: Q3 2024 in Review

9258 Wealth Management reduced its Broadcom (AVGO) stake by 0.71% in Q3 2024, selling an estimated $44.6K and leaving 38,962 shares worth $6.72M. The position accounts for 0.99% of the portfolio, ranked #20.

9258 Wealth Management first reported a position in AVGO in Q4 2018 and has held it in 24 quarters since. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • 9258 Wealth Management held 38,962 shares of Broadcom worth $6.72M as of Q3 2024.
  • 9258 Wealth Management sold 278 Broadcom shares in Q3 2024, an estimated $44.6K.
  • Broadcom made up 0.99% of 9258 Wealth Management's portfolio in Q3 2024, its #20 holding.
  • 9258 Wealth Management first reported a position in Broadcom in Q4 2018 and has held it in 24 quarters since.
  • 3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.