Altrius Capital Management’s Broadcom AVGO Stock Holding History

Altrius Capital 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 Q4	–	Sell	-26,524	Closed	-$4.58M	–	86
2024 Q3	$4.58M	Buy	26,524 +1,924	+8%	+$308K	1.15%	53
2024 Q2	$3.95M	Sell	24,600 -10,220	-29%	-$1.43M	1.04%	60
2024 Q1	$4.62M	Buy	34,820 +2,930	+9%	+$363K	1.16%	38
2023 Q4	$3.56M	Sell	31,890 -29,680	-48%	-$2.81M	0.99%	59
2023 Q3	$5.11M	Sell	61,570 -1,280	-2%	-$111K	1.52%	26
2023 Q2	$5.45M	Sell	62,850 -380	-0.6%	-$27.1K	1.62%	26
2023 Q1	$4.06M	Buy	63,230 +720	+1%	+$43.3K	1.24%	26
2022 Q4	$3.5M	Buy	62,510 +790	+1%	+$39.6K	1.1%	39
2022 Q3	$2.74M	Buy	+61,720	New	+$3.15M	1.04%	62

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Altrius Capital Management's AVGO Position: Q4 2024 in Review

Altrius Capital Management sold out of Broadcom (AVGO) in Q4 2024, closing a stake of 26,524 shares — an estimated $4.58M sold.

Altrius Capital Management first reported a position in AVGO in Q3 2022 and held it in 9 quarters. The position peaked at $5.45M in Q2 2023. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

Altrius Capital Management reported no remaining Broadcom position as of Q4 2024 after selling out during the quarter.
Altrius Capital Management sold 26,524 Broadcom shares in Q4 2024, an estimated $4.58M.
Altrius Capital Management first reported a position in Broadcom in Q3 2022 and held it in 9 quarters.
Altrius Capital Management's Broadcom position peaked at $5.45M in Q2 2023.
3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Altrius Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.