Brophy Wealth Management’s Broadcom AVGO Stock Holding History

Brophy 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 Q3	$2.28M	Buy	+13,231	New	+$2.12M	0.82%	22

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

Brophy Wealth Management's AVGO Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Broadcom (AVGO) in Q3 2024: 13,231 shares worth $2.28M. The stake represents 0.82% of the portfolio and ranks #22 among its holdings.

3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

Brophy Wealth Management held 13,231 shares of Broadcom worth $2.28M as of Q3 2024.
Broadcom was a new Brophy Wealth Management position in Q3 2024.
Broadcom made up 0.82% of Brophy Wealth Management's portfolio in Q3 2024, its #22 holding.
3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.