Cassady Schiller Wealth Management’s Broadcom AVGO Stock Holding History

Cassady Schiller Wealth 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	$270K	Buy	1,165 +235	+25%	+$43.5K	0.1%	99
2024 Q3	$160K	Hold	930	–	–	0.06%	132
2024 Q2	$149K	Hold	930	–	–	0.06%	131
2024 Q1	$123K	Buy	930 +210	+29%	+$26K	0.06%	141
2023 Q4	$80.4K	Hold	720	–	–	0.04%	164
2023 Q3	$59.8K	Buy	720 +320	+80%	+$27.7K	0.03%	179
2023 Q2	$34.7K	Buy	400 +220	+122%	+$15.7K	0.02%	228
2023 Q1	$11.5K	Hold	180	–	–	0.01%	313
2022 Q4	$10.1K	Buy	+180	New	+$9.03K	0.01%	318
2022 Q1	–	Sell	-260	Closed	-$17K	–	150
2021 Q4	$17K	Buy	+260	New	+$14.6K	0.01%	279

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cassady Schiller Wealth Management's AVGO Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Broadcom (AVGO) stake by 25% in Q4 2024, buying an estimated $43.5K and bringing the position to 1,165 shares worth $270K. The position accounts for 0.1% of the portfolio, ranked #99.

Cassady Schiller Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 10 quarters since. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

Cassady Schiller Wealth Management held 1,165 shares of Broadcom worth $270K as of Q4 2024.
Cassady Schiller Wealth Management bought 235 Broadcom shares in Q4 2024, an estimated $43.5K.
Broadcom made up 0.1% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #99 holding.
Cassady Schiller Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 10 quarters since.
3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.