AWM
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Avitas Wealth Management’s Broadcom AVGO Stock Holding History

Avitas Wealth 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 		$14M Sell
60,267
-1,010
-2% -$187K 1.93% 12
2024
Q3 		$10.6M Buy
61,277
+2,357
+4% +$378K 1.49% 13
2024
Q2 		$9.46M Sell
58,920
-700
-1% -$98.1K 1.39% 13
2024
Q1 		$7.9M Sell
59,620
-580
-1% -$71.9K 1.2% 17
2023
Q4 		$6.72M Buy
60,200
+620
+1% +$58.7K 1.12% 20
2023
Q3 		$4.95M Sell
59,580
-1,250
-2% -$108K 0.94% 26
2023
Q2 		$5.28M Sell
60,830
-220
-0.4% -$15.7K 0.95% 24
2023
Q1 		$3.92M Sell
61,050
-520
-0.8% -$31.3K 0.77% 36
2022
Q4 		$3.44M Buy
61,570
+290
+0.5% +$14.5K 0.73% 41
2022
Q3 		$2.72M Buy
61,280
+680
+1% +$34.7K 0.62% 45
2022
Q2 		$2.94M Sell
60,600
-160
-0.3% -$8.98K 0.64% 45
2022
Q1 		$3.83M Sell
60,760
-35,860
-37% -$2.13M 0.69% 39
2021
Q4 		$6.43M Sell
96,620
-18,390
-16% -$1.03M 1.08% 26
2021
Q3 		$5.58M Sell
115,010
-760
-0.7% -$37K 1.02% 25
2021
Q2 		$5.52M Buy
115,770
+3,300
+3% +$153K 0.98% 28
2021
Q1 		$5.21M Buy
112,470
+44,240
+65% +$2.05M 1.02% 22
2020
Q4 		$2.99M Buy
68,230
+10
+0% +$390 0.6% 55
2020
Q3 		$2.48M Sell
68,220
-730
-1% -$24.5K 0.69% 46
2020
Q2 		$2.18M Sell
68,950
-2,460
-3% -$68.8K 0.72% 50
2020
Q1 		$1.69M Sell
71,410
-54,230
-43% -$1.53M 0.77% 46
2019
Q4 		$3.97M Buy
125,640
+980
+0.8% +$29.8K 1.02% 28
2019
Q3 		$3.44M Buy
124,660
+2,980
+2% +$84.7K 0.95% 34
2019
Q2 		$3.5M Sell
121,680
-880
-0.7% -$25.6K 0.97% 31
2019
Q1 		$3.69M Buy
122,560
+950
+0.8% +$25.8K 1.07% 26
2018
Q4 		$3.09M Buy
121,610
+49,850
+69% +$1.18M 1.02% 35
2018
Q3 		$1.77M Buy
71,760
+910
+1% +$20.4K 0.5% 88
2018
Q2 		$1.72M Buy
+70,850
New +$1.74M 0.54% 89

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avitas Wealth Management's AVGO Position: Q4 2024 in Review

Avitas Wealth Management reduced its Broadcom (AVGO) stake by 1.6% in Q4 2024, selling an estimated $187K and leaving 60,267 shares worth $14M. The position accounts for 1.93% of the portfolio, ranked #12.

Avitas Wealth Management first reported a position in AVGO in Q2 2018 and has held it in 27 quarters since. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Avitas Wealth Management held 60,267 shares of Broadcom worth $14M as of Q4 2024.
  • Avitas Wealth Management sold 1,010 Broadcom shares in Q4 2024, an estimated $187K.
  • Broadcom made up 1.93% of Avitas Wealth Management's portfolio in Q4 2024, its #12 holding.
  • Avitas Wealth Management first reported a position in Broadcom in Q2 2018 and has held it in 27 quarters since.
  • 3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.