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Accordant Advisory Group’s Broadcom AVGO Stock Holding History

Accordant Advisory Group’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
Q2 		– Sell
-6,320
Closed -$838K – 156
2024
Q1 		$838K Buy
+6,320
New +$783K 0.63% 42

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accordant Advisory Group's AVGO Position: Q2 2024 in Review

Accordant Advisory Group sold out of Broadcom (AVGO) in Q2 2024, closing a stake of 6,320 shares — an estimated $838K sold.

Accordant Advisory Group first reported a position in AVGO in Q1 2024 and held it in 1 quarter. The position peaked at $838K in Q1 2024. 3,271 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

  • Accordant Advisory Group reported no remaining Broadcom position as of Q2 2024 after selling out during the quarter.
  • Accordant Advisory Group sold 6,320 Broadcom shares in Q2 2024, an estimated $838K.
  • Accordant Advisory Group first reported a position in Broadcom in Q1 2024 and held it in 1 quarter.
  • Accordant Advisory Group's Broadcom position peaked at $838K in Q1 2024.
  • 3,271 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Accordant Advisory Group's 13F filing for Q2 2024, filed 19 Jul 2024.