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Carmichael Hill & Associates’s Broadcom AVGO Stock Holding History

Carmichael Hill & Associates’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 		$304K Sell
1,761
-79
-4% -$12.7K 0.11% 146
2024
Q2 		$296K Hold
1,840
– – 0.12% 137
2024
Q1 		$244K Buy
1,840
+30
+2% +$3.72K 0.1% 152
2023
Q4 		$202K Hold
1,810
– – 0.08% 173
2023
Q3 		$151K Buy
1,810
+90
+5% +$7.8K 0.07% 198
2023
Q2 		$149K Hold
1,720
– – 0.07% 204
2023
Q1 		$111K Buy
1,720
+10
+0.6% +$602 0.05% 225
2022
Q4 		$95.8K Sell
1,710
-200
-10% -$10K 0.05% 243
2022
Q3 		$85K Buy
1,910
+210
+12% +$10.7K 0.05% 242
2022
Q2 		$83K Buy
1,700
+800
+89% +$44.9K 0.04% 253
2022
Q1 		$57K Hold
900
– – 0.03% 333
2021
Q4 		$60K Buy
900
+200
+29% +$11.2K 0.03% 339
2021
Q3 		$34K Hold
700
– – 0.02% 429
2021
Q2 		$33K Sell
700
-100
-13% -$4.63K 0.02% 433
2021
Q1 		$37K Buy
800
+180
+29% +$8.32K 0.02% 389
2020
Q4 		$27K Buy
620
+360
+138% +$14K 0.02% 421
2020
Q3 		$9K Hold
260
– – 0.01% 535
2020
Q2 		$8K Hold
260
– – 0.01% 514
2020
Q1 		$6K Hold
260
– – 0.01% 510
2019
Q4 		$8K Buy
+260
New +$7.89K 0.01% 500

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carmichael Hill & Associates's AVGO Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Broadcom (AVGO) stake by 4.3% in Q3 2024, selling an estimated $12.7K and leaving 1,761 shares worth $304K. The position accounts for 0.11% of the portfolio, ranked #146.

Carmichael Hill & Associates first reported a position in AVGO in Q4 2019 and has held it in 20 quarters since. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Carmichael Hill & Associates held 1,761 shares of Broadcom worth $304K as of Q3 2024.
  • Carmichael Hill & Associates sold 79 Broadcom shares in Q3 2024, an estimated $12.7K.
  • Broadcom made up 0.11% of Carmichael Hill & Associates's portfolio in Q3 2024, its #146 holding.
  • Carmichael Hill & Associates first reported a position in Broadcom in Q4 2019 and has held it in 20 quarters since.
  • 3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.