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Annapolis Financial Services’s Broadcom AVGO Stock Holding History

Annapolis Financial Services’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 		$190K Buy
1,099
+9
+0.8% +$1.44K 0.06% 96
2024
Q2 		$175K Hold
1,090
– – 0.06% 98
2024
Q1 		$144K Buy
1,090
+300
+38% +$37.2K 0.05% 103
2023
Q4 		$88.2K Sell
790
-50
-6% -$4.73K 0.02% 157
2023
Q3 		$69.8K Hold
840
– – 0.02% 166
2023
Q2 		$72.9K Buy
840
+50
+6% +$3.57K 0.02% 161
2023
Q1 		$50.7K Hold
790
– – 0.02% 172
2022
Q4 		$44.2K Sell
790
-70
-8% -$3.51K 0.01% 176
2022
Q3 		$38K Buy
860
+370
+76% +$18.9K 0.01% 193
2022
Q2 		$24K Hold
490
– – 0.01% 231
2022
Q1 		$31K Hold
490
– – 0.01% 222
2021
Q4 		$33K Hold
490
– – 0.01% 223
2021
Q3 		$24K Buy
490
+300
+158% +$14.6K 0.01% 226
2021
Q2 		$9K Buy
190
+40
+27% +$1.85K ﹤0.01% 271
2021
Q1 		$7K Hold
150
– – ﹤0.01% 278
2020
Q4 		$7K Buy
+150
New +$5.85K ﹤0.01% 275

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

Annapolis Financial Services's AVGO Position: Q3 2024 in Review

Annapolis Financial Services increased its Broadcom (AVGO) stake by 0.83% in Q3 2024, buying an estimated $1.44K and bringing the position to 1,099 shares worth $190K. The position accounts for 0.06% of the portfolio, ranked #96.

Annapolis Financial Services first reported a position in AVGO in Q4 2020 and has held it in 16 quarters since. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Annapolis Financial Services held 1,099 shares of Broadcom worth $190K as of Q3 2024.
  • Annapolis Financial Services bought 9 Broadcom shares in Q3 2024, an estimated $1.44K.
  • Broadcom made up 0.06% of Annapolis Financial Services's portfolio in Q3 2024, its #96 holding.
  • Annapolis Financial Services first reported a position in Broadcom in Q4 2020 and has held it in 16 quarters since.
  • 3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.