CWMU
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Caliber Wealth Management (Utah)’s Broadcom AVGO Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		$4.44M Sell
33,480
-1,470
-4% -$182K 2.36% 7
2023
Q4 		$3.9M Buy
34,950
+1,300
+4% +$123K 2.29% 9
2023
Q3 		$2.8M Buy
33,650
+1,270
+4% +$110K 1.88% 12
2023
Q2 		$2.81M Sell
32,380
-3,160
-9% -$225K 1.88% 11
2023
Q1 		$2.28M Sell
35,540
-1,480
-4% -$89K 1.71% 15
2022
Q4 		$2.07M Buy
37,020
+1,500
+4% +$75.2K 1.58% 19
2022
Q3 		$1.58M Buy
35,520
+4,110
+13% +$210K 1.25% 36
2022
Q2 		$1.53M Buy
+31,410
New +$1.76M 1.19% 39

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caliber Wealth Management (Utah)'s AVGO Position: Q1 2024 in Review

Caliber Wealth Management (Utah) reduced its Broadcom (AVGO) stake by 4.2% in Q1 2024, selling an estimated $182K and leaving 33,480 shares worth $4.44M. The position accounts for 2.36% of the portfolio, ranked #7.

Caliber Wealth Management (Utah) first reported a position in AVGO in Q2 2022 and has held it in 8 quarters since. 3,065 funds tracked by Wall St. Rank hold AVGO as of Q1 2024.

  • Caliber Wealth Management (Utah) held 33,480 shares of Broadcom worth $4.44M as of Q1 2024.
  • Caliber Wealth Management (Utah) sold 1,470 Broadcom shares in Q1 2024, an estimated $182K.
  • Broadcom made up 2.36% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #7 holding.
  • Caliber Wealth Management (Utah) first reported a position in Broadcom in Q2 2022 and has held it in 8 quarters since.
  • 3,065 funds tracked by Wall St. Rank held Broadcom as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.