BIA
AVGO icon

Barry Investment Advisors’s Broadcom AVGO Stock Holding History

Barry Investment Advisors’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 		– Sell
-2,040
Closed -$328K – 115
2024
Q2 		$328K Hold
2,040
– – 0.11% 85
2024
Q1 		$272K Hold
2,040
– – 0.09% 97
2023
Q4 		$228K Buy
+2,040
New +$193K 0.08% 96
2023
Q3 		– Sell
-2,490
Closed -$216K – 113
2023
Q2 		$216K Buy
+2,490
New +$178K 0.07% 113

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

Barry Investment Advisors's AVGO Position: Q3 2024 in Review

Barry Investment Advisors sold out of Broadcom (AVGO) in Q3 2024, closing a stake of 2,040 shares — an estimated $328K sold.

Barry Investment Advisors first reported a position in AVGO in Q2 2023 and held it in 4 quarters. The position peaked at $328K in Q2 2024. 3,409 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Barry Investment Advisors reported no remaining Broadcom position as of Q3 2024 after selling out during the quarter.
  • Barry Investment Advisors sold 2,040 Broadcom shares in Q3 2024, an estimated $328K.
  • Barry Investment Advisors first reported a position in Broadcom in Q2 2023 and held it in 4 quarters.
  • Barry Investment Advisors's Broadcom position peaked at $328K in Q2 2024.
  • 3,409 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Barry Investment Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.