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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 		$1.68K Buy
+1,000
New +$140K ﹤0.01% 787

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.