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Carlson Capital Management’s Broadcom AVGO Stock Holding History

Carlson Capital 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
Q4 		$1.72M Buy
7,433
+451
+6% +$83.4K 0.08% 37
2024
Q3 		$1.2M Buy
6,982
+382
+6% +$61.2K 0.05% 42
2024
Q2 		$1.06M Sell
6,600
-10
-0.2% -$1.4K 0.05% 45
2024
Q1 		$876K Sell
6,610
-1,800
-21% -$223K 0.04% 50
2023
Q4 		$939K Sell
8,410
-1,000
-11% -$94.7K 0.05% 85
2023
Q3 		$782K Buy
9,410
+390
+4% +$33.8K 0.05% 80
2023
Q2 		$782K Buy
9,020
+210
+2% +$15K 0.05% 79
2023
Q1 		$565K Sell
8,810
-310
-3% -$18.6K 0.04% 95
2022
Q4 		$510K Sell
9,120
-130
-1% -$6.52K 0.04% 98
2022
Q3 		$411K Sell
9,250
-1,130
-11% -$57.7K 0.04% 101
2022
Q2 		$504K Buy
10,380
+320
+3% +$18K 0.04% 92
2022
Q1 		$633K Buy
10,060
+1,300
+15% +$77.2K 0.05% 85
2021
Q4 		$583K Buy
8,760
+460
+6% +$25.9K 0.05% 90
2021
Q3 		$402K Buy
8,300
+190
+2% +$9.24K 0.04% 108
2021
Q2 		$387K Buy
8,110
+90
+1% +$4.17K 0.05% 100
2021
Q1 		$372K Hold
8,020
– – 0.06% 96
2020
Q4 		$357K Buy
8,020
+30
+0.4% +$1.17K 0.07% 93
2020
Q3 		$291K Sell
7,990
-40
-0.5% -$1.34K 0.06% 93
2020
Q2 		$257K Buy
+8,030
New +$225K 0.06% 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

Carlson Capital Management's AVGO Position: Q4 2024 in Review

Carlson Capital Management increased its Broadcom (AVGO) stake by 6.5% in Q4 2024, buying an estimated $83.4K and bringing the position to 7,433 shares worth $1.72M. The position accounts for 0.08% of the portfolio, ranked #37.

Carlson Capital Management first reported a position in AVGO in Q2 2020 and has held it in 19 quarters since. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Carlson Capital Management held 7,433 shares of Broadcom worth $1.72M as of Q4 2024.
  • Carlson Capital Management bought 451 Broadcom shares in Q4 2024, an estimated $83.4K.
  • Broadcom made up 0.08% of Carlson Capital Management's portfolio in Q4 2024, its #37 holding.
  • Carlson Capital Management first reported a position in Broadcom in Q2 2020 and has held it in 19 quarters since.
  • 3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Carlson Capital Management's 13F filing for Q4 2024, filed 10 Feb 2025.