BWM
AVGO icon

Baystate Wealth Management’s Broadcom AVGO Stock Holding History

Baystate 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
2023
Q4 		$433K Buy
3,870
+360
+10% +$34.1K 0.03% 155
2023
Q3 		$292K Buy
3,510
+310
+10% +$26.9K 0.02% 169
2023
Q2 		$278K Sell
3,200
-40
-1% -$2.85K 0.02% 166
2023
Q1 		$208K Buy
3,240
+40
+1% +$2.41K 0.02% 183
2022
Q4 		$179K Buy
3,200
+230
+8% +$11.5K 0.02% 194
2022
Q3 		$132K Sell
2,970
-1,160
-28% -$59.3K 0.01% 204
2022
Q2 		$201K Buy
4,130
+100
+2% +$5.61K 0.02% 173
2022
Q1 		$254K Buy
4,030
+120
+3% +$7.13K 0.02% 154
2021
Q4 		$261K Buy
3,910
+70
+2% +$3.94K 0.02% 158
2021
Q3 		$186K Buy
3,840
+570
+17% +$27.7K 0.02% 158
2021
Q2 		$156K Buy
3,270
+280
+9% +$13K 0.02% 166
2021
Q1 		$139K Buy
2,990
+10
+0.3% +$462 0.01% 166
2020
Q4 		$131K Buy
2,980
+10
+0.3% +$390 0.01% 149
2020
Q3 		$108K Sell
2,970
-50
-2% -$1.68K 0.01% 148
2020
Q2 		$95K Buy
3,020
+100
+3% +$2.8K 0.01% 160
2020
Q1 		$69K Sell
2,920
-1,290
-31% -$36.3K 0.01% 168
2019
Q4 		$133K Buy
4,210
+70
+2% +$2.13K 0.02% 140
2019
Q3 		$114K Buy
4,140
+40
+1% +$1.14K 0.02% 144
2019
Q2 		$123K Hold
4,100
– – 0.02% 132
2019
Q1 		$129K Buy
4,100
+540
+15% +$14.6K 0.02% 127
2018
Q4 		$93K Buy
3,560
+40
+1% +$944 0.01% 146
2018
Q3 		$82K Buy
3,520
+160
+5% +$3.59K 0.01% 144
2018
Q2 		$82K Buy
3,360
+140
+4% +$3.43K 0.01% 143
2018
Q1 		$75K Buy
3,220
+100
+3% +$2.52K 0.01% 148
2017
Q4 		$82K Buy
3,120
+500
+19% +$13K 0.01% 150
2017
Q3 		$65K Buy
2,620
+350
+15% +$8.65K 0.01% 162
2017
Q2 		$57K Buy
2,270
+1,250
+123% +$29K 0.01% 169
2017
Q1 		$21K Sell
1,020
-20
-2% -$412 ﹤0.01% 264
2016
Q4 		$18K Buy
+1,040
New +$18K ﹤0.01% 241

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baystate Wealth Management's AVGO Position: Q4 2023 in Review

Baystate Wealth Management increased its Broadcom (AVGO) stake by 10% in Q4 2023, buying an estimated $34.1K and bringing the position to 3,870 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #155.

Baystate Wealth Management first reported a position in AVGO in Q4 2016 and has held it in 29 quarters since. 2,873 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

  • Baystate Wealth Management held 3,870 shares of Broadcom worth $433K as of Q4 2023.
  • Baystate Wealth Management bought 360 Broadcom shares in Q4 2023, an estimated $34.1K.
  • Broadcom made up 0.03% of Baystate Wealth Management's portfolio in Q4 2023, its #155 holding.
  • Baystate Wealth Management first reported a position in Broadcom in Q4 2016 and has held it in 29 quarters since.
  • 2,873 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.