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Bison Wealth’s Broadcom AVGO Stock Holding History

Bison Wealth’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 		$3.64M Sell
15,700
-14,328
-48% -$2.65M 0.8% 29
2024
Q3 		$5.18M Buy
30,028
+6,678
+29% +$1.07M 0.82% 25
2024
Q2 		$3.09M Hold
23,350
– – 0.5% 49
2024
Q1 		$3.09M Sell
23,350
-3,940
-14% -$488K 0.5% 49
2023
Q4 		$3.05M Buy
27,290
+1,950
+8% +$185K 0.54% 39
2023
Q3 		$2.1M Buy
25,340
+5,450
+27% +$472K 0.41% 59
2023
Q2 		$1.72M Buy
19,890
+1,730
+10% +$123K 0.32% 80
2023
Q1 		$1.14M Sell
18,160
-1,410
-7% -$84.8K 0.35% 78
2022
Q4 		$1.14M Buy
19,570
+1,000
+5% +$50.1K 0.36% 85
2022
Q3 		$824K Buy
+18,570
New +$949K 0.32% 99

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

Bison Wealth's AVGO Position: Q4 2024 in Review

Bison Wealth reduced its Broadcom (AVGO) stake by 48% in Q4 2024, selling an estimated $2.65M and leaving 15,700 shares worth $3.64M. The position accounts for 0.8% of the portfolio, ranked #29.

Bison Wealth first reported a position in AVGO in Q3 2022 and has held it in 10 quarters since. The position peaked at $5.18M in Q3 2024. 3,914 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Bison Wealth held 15,700 shares of Broadcom worth $3.64M as of Q4 2024.
  • Bison Wealth sold 14,328 Broadcom shares in Q4 2024, an estimated $2.65M.
  • Broadcom made up 0.8% of Bison Wealth's portfolio in Q4 2024, its #29 holding.
  • Bison Wealth first reported a position in Broadcom in Q3 2022 and has held it in 10 quarters since.
  • Bison Wealth's Broadcom position peaked at $5.18M in Q3 2024.
  • 3,914 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.