Asset Management Resources’s Broadcom AVGO Stock Holding History

Asset Management Resources’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	$455K	Sell	4,070 -1,480	-27%	-$140K	0.26%	25
2023 Q3	$461K	Sell	5,550 -20	-0.4%	-$1.73K	0.29%	27
2023 Q2	$484K	Sell	5,570 -1,600	-22%	-$114K	0.29%	26
2023 Q1	$460K	Sell	7,170 -4,540	-39%	-$273K	0.29%	27
2022 Q4	$655K	Sell	11,710 -10	-0.1%	-$501	0.44%	22
2022 Q3	$521K	Buy	11,720 +1,560	+15%	+$79.7K	0.51%	24
2022 Q2	$494K	Sell	10,160 -750	-7%	-$42.1K	0.42%	23
2022 Q1	$687K	Hold	10,910	–	–	0.56%	19
2021 Q4	$726K	Buy	+10,910	New	+$613K	0.64%	19

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Asset Management Resources's AVGO Position: Q4 2023 in Review

Asset Management Resources reduced its Broadcom (AVGO) stake by 27% in Q4 2023, selling an estimated $140K and leaving 4,070 shares worth $455K. The position accounts for 0.26% of the portfolio, ranked #25.

Asset Management Resources first reported a position in AVGO in Q4 2021 and has held it in 9 quarters since. The position peaked at $726K in Q4 2021. 2,879 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

Asset Management Resources held 4,070 shares of Broadcom worth $455K as of Q4 2023.
Asset Management Resources sold 1,480 Broadcom shares in Q4 2023, an estimated $140K.
Broadcom made up 0.26% of Asset Management Resources's portfolio in Q4 2023, its #25 holding.
Asset Management Resources first reported a position in Broadcom in Q4 2021 and has held it in 9 quarters since.
Asset Management Resources's Broadcom position peaked at $726K in Q4 2021.
2,879 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on Asset Management Resources's 13F filing for Q4 2023, filed 25 Jan 2024.