Able Wealth Management’s Broadcom AVGO Stock Holding History

Able 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 Q1	–	Sell	-70	Closed	-$8.04K	–	128
2023 Q4	$8.04K	Buy	+70	New	+$6.63K	0.01%	301

Other funds holding AVGO

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Able Wealth Management's AVGO Position: Q1 2024 in Review

Able Wealth Management sold out of Broadcom (AVGO) in Q1 2024, closing a stake of 70 shares — an estimated $8.04K sold.

Able Wealth Management first reported a position in AVGO in Q4 2023 and held it in 1 quarter. The position peaked at $8.04K in Q4 2023. 3,066 funds tracked by Wall St. Rank hold AVGO as of Q1 2024.

Able Wealth Management reported no remaining Broadcom position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 70 Broadcom shares in Q1 2024, an estimated $8.04K.
Able Wealth Management first reported a position in Broadcom in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Broadcom position peaked at $8.04K in Q4 2023.
3,066 funds tracked by Wall St. Rank held Broadcom as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.