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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 		– Hold
0
– – – 128
2024
Q2 		– Hold
0
– – – 128
2024
Q1 		– Hold
0
– – – 148
2023
Q4 		– Hold
0
– – – 158
2023
Q3 		– Hold
0
– – – 182
2023
Q2 		– Hold
0
– – – 262

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.