AtonRa Partners’s Broadcom AVGO Stock Holding History

AtonRa Partners’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	$243K	Sell	2,180 -300	-12%	-$28.4K	0.48%	95
2023 Q3	$206K	Buy	+2,480	New	+$215K	0.43%	109

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

AtonRa Partners's AVGO Position: Q4 2023 in Review

AtonRa Partners reduced its Broadcom (AVGO) stake by 12% in Q4 2023, selling an estimated $28.4K and leaving 2,180 shares worth $243K. The position accounts for 0.48% of the portfolio, ranked #95.

AtonRa Partners first reported a position in AVGO in Q3 2023 and has held it in 2 quarters since. 2,873 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

AtonRa Partners held 2,180 shares of Broadcom worth $243K as of Q4 2023.
AtonRa Partners sold 300 Broadcom shares in Q4 2023, an estimated $28.4K.
Broadcom made up 0.48% of AtonRa Partners's portfolio in Q4 2023, its #95 holding.
AtonRa Partners first reported a position in Broadcom in Q3 2023 and has held it in 2 quarters since.
2,873 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.