Axiom Advisory’s Broadcom AVGO Stock Holding History

Axiom Advisory’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	$616K	Sell	3,354 -426	-11%	-$68.3K	0.01%	206
2024 Q2	$530K	Buy	+3,780	New	+$530K	0.01%	213

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axiom Advisory's AVGO Position: Q3 2024 in Review

Axiom Advisory reduced its Broadcom (AVGO) stake by 11% in Q3 2024, selling an estimated $68.3K and leaving 3,354 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #206.

Axiom Advisory first reported a position in AVGO in Q2 2024 and has held it in 2 quarters since. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

Axiom Advisory held 3,354 shares of Broadcom worth $616K as of Q3 2024.
Axiom Advisory sold 426 Broadcom shares in Q3 2024, an estimated $68.3K.
Broadcom made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #206 holding.
Axiom Advisory first reported a position in Broadcom in Q2 2024 and has held it in 2 quarters since.
3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.