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Buckingham Strategic Wealth’s Broadcom AVGO Stock Holding History

Buckingham Strategic 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
Q2 		$11.3M Sell
70,130
-1,580
-2% -$221K 0.12% 89
2024
Q1 		$9.5M Sell
71,710
-24,320
-25% -$3.01M 0.1% 99
2023
Q4 		$10.7M Sell
96,030
-5,610
-6% -$531K 0.13% 95
2023
Q3 		$8.44M Buy
101,640
+780
+0.8% +$67.6K 0.12% 96
2023
Q2 		$8.75M Buy
100,860
+47,900
+90% +$3.42M 0.12% 93
2023
Q1 		$2.96M Hold
52,960
– – 0.05% 149
2022
Q4 		$2.96M Sell
52,960
-2,470
-4% -$124K 0.05% 149
2022
Q3 		$2.46M Buy
55,430
+2,160
+4% +$110K 0.05% 153
2022
Q2 		$2.59M Buy
53,270
+2,000
+4% +$112K 0.05% 158
2022
Q1 		$3.23M Buy
51,270
+1,010
+2% +$60K 0.06% 139
2021
Q4 		$3.34M Sell
50,260
-590
-1% -$33.2K 0.06% 135
2021
Q3 		$2.47M Sell
50,850
-240
-0.5% -$11.7K 0.05% 153
2021
Q2 		$2.44M Sell
51,090
-720
-1% -$33.4K 0.06% 152
2021
Q1 		$2.4M Sell
51,810
-3,790
-7% -$175K 0.12% 137
2020
Q4 		$2.43M Buy
55,600
+26,780
+93% +$1.04M 0.13% 134
2020
Q3 		$1.05M Sell
28,820
-4,000
-12% -$134K 0.08% 172
2020
Q2 		$1.04M Sell
32,820
-9,170
-22% -$257K 0.1% 146
2020
Q1 		$996K Buy
41,990
+7,950
+23% +$224K 0.1% 163
2019
Q4 		$1.08M Buy
34,040
+12,910
+61% +$392K 0.1% 148
2019
Q3 		$583K Sell
21,130
-5,220
-20% -$148K 0.06% 210
2019
Q2 		$759K Buy
26,350
+3,080
+13% +$89.8K 0.08% 179
2019
Q1 		$700K Buy
23,270
+11,330
+95% +$307K 0.09% 172
2018
Q4 		$304K Sell
11,940
-290
-2% -$6.84K 0.05% 261
2018
Q3 		$302K Sell
12,230
-690
-5% -$15.5K 0.05% 268
2018
Q2 		$314K Sell
12,920
-2,330
-15% -$57.1K 0.05% 254
2018
Q1 		$359K Sell
15,250
-2,620
-15% -$66K 0.07% 209
2017
Q4 		$459K Buy
+17,870
New +$465K 0.1% 175

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
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
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

Buckingham Strategic Wealth's AVGO Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Broadcom (AVGO) stake by 2.2% in Q2 2024, selling an estimated $221K and leaving 70,130 shares worth $11.3M. The position accounts for 0.12% of the portfolio, ranked #89.

Buckingham Strategic Wealth first reported a position in AVGO in Q4 2017 and has held it in 27 quarters since. 3,270 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

  • Buckingham Strategic Wealth held 70,130 shares of Broadcom worth $11.3M as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,580 Broadcom shares in Q2 2024, an estimated $221K.
  • Broadcom made up 0.12% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #89 holding.
  • Buckingham Strategic Wealth first reported a position in Broadcom in Q4 2017 and has held it in 27 quarters since.
  • 3,270 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.