Alterity Financial Group’s Broadcom AVGO Stock Holding History

Alterity Financial 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
2023 Q4	$3.54M	Sell	31,690 -200	-0.6%	-$18.9K	5.06%	4
2023 Q3	$2.65M	Buy	31,890 +100	+0.3%	+$8.67K	4.2%	4
2023 Q2	$2.76M	Sell	31,790 -450	-1%	-$32.1K	3.98%	4
2023 Q1	$2.07M	Sell	32,240 -20	-0.1%	-$1.2K	3.03%	6
2022 Q4	$1.8M	Sell	32,260 -300	-0.9%	-$15K	2.92%	7
2022 Q3	$1.45M	Buy	32,560 +190	+0.6%	+$9.71K	2.34%	11
2022 Q2	$1.57M	Buy	+32,370	New	+$1.82M	2.34%	10
2021 Q4	$2.83M	Buy	+42,610	New	+$2.4M	3.03%	6
2021 Q1	$2.04M	Buy	+32,370	New	+$1.5M	2.46%	12

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Alterity Financial Group's AVGO Position: Q4 2023 in Review

Alterity Financial Group reduced its Broadcom (AVGO) stake by 0.63% in Q4 2023, selling an estimated $18.9K and leaving 31,690 shares worth $3.54M. The position accounts for 5.06% of the portfolio, ranked #4.

Alterity Financial Group first reported a position in AVGO in Q1 2021 and has held it in 9 quarters since. 2,873 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

Alterity Financial Group held 31,690 shares of Broadcom worth $3.54M as of Q4 2023.
Alterity Financial Group sold 200 Broadcom shares in Q4 2023, an estimated $18.9K.
Broadcom made up 5.06% of Alterity Financial Group's portfolio in Q4 2023, its #4 holding.
Alterity Financial Group first reported a position in Broadcom in Q1 2021 and has held it in 9 quarters since.
2,873 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.