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Alera Investment Advisors’s Broadcom AVGO Stock Holding History

Alera Investment Advisors’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 		$2.44M Buy
14,148
+318
+2% +$51K 0.29% 47
2024
Q2 		$2.22M Buy
13,830
+6,890
+99% +$966K 0.27% 50
2024
Q1 		$920K Sell
6,940
-410
-6% -$50.8K 0.12% 71
2023
Q4 		$821K Buy
7,350
+650
+10% +$61.5K 0.11% 80
2023
Q3 		$557K Sell
6,700
-300
-4% -$26K 0.09% 100
2023
Q2 		$607K Sell
7,000
-790
-10% -$56.3K 0.13% 97
2023
Q1 		$500K Buy
7,790
+180
+2% +$10.8K 0.12% 113
2022
Q4 		$426K Sell
7,610
-110
-1% -$5.51K 0.1% 118
2022
Q3 		$343K Sell
7,720
-30
-0.4% -$1.53K 0.1% 131
2022
Q2 		$377K Sell
7,750
-330
-4% -$18.5K 0.11% 127
2022
Q1 		$509K Buy
+8,080
New +$480K 0.12% 118
2019
Q2 		– Sell
-1,980
Closed -$60K – 150
2019
Q1 		$60K Buy
1,980
+540
+38% +$14.6K 0.03% 143
2018
Q4 		$37K Buy
+1,440
New +$34K 0.02% 200

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

Alera Investment Advisors's AVGO Position: Q3 2024 in Review

Alera Investment Advisors increased its Broadcom (AVGO) stake by 2.3% in Q3 2024, buying an estimated $51K and bringing the position to 14,148 shares worth $2.44M. The position accounts for 0.29% of the portfolio, ranked #47.

Alera Investment Advisors first reported a position in AVGO in Q4 2018 and has held it in 13 quarters since. 3,409 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Alera Investment Advisors held 14,148 shares of Broadcom worth $2.44M as of Q3 2024.
  • Alera Investment Advisors bought 318 Broadcom shares in Q3 2024, an estimated $51K.
  • Broadcom made up 0.29% of Alera Investment Advisors's portfolio in Q3 2024, its #47 holding.
  • Alera Investment Advisors first reported a position in Broadcom in Q4 2018 and has held it in 13 quarters since.
  • 3,409 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.