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Cedar Brook Financial Partners’s Broadcom AVGO Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-1,910
Closed -$307K – 8
2024
Q2 		$307K Sell
1,910
-11,690
-86% -$1.64M 2.31% 10
2024
Q1 		$1.8M Sell
13,600
-2,530
-16% -$313K 0.36% 63
2023
Q4 		$1.77M Buy
16,130
+1,270
+9% +$120K 0.39% 61
2023
Q3 		$1.23M Sell
14,860
-3,870
-21% -$335K 0.32% 82
2023
Q2 		$1.62M Sell
18,730
-3,950
-17% -$282K 0.39% 68
2023
Q1 		$1.46M Buy
22,680
+2,120
+10% +$128K 0.37% 68
2022
Q4 		$1.15M Buy
20,560
+1,690
+9% +$84.7K 0.32% 82
2022
Q3 		$838K Buy
18,870
+3,730
+25% +$191K 0.27% 96
2022
Q2 		$736K Sell
15,140
-2,130
-12% -$120K 0.23% 111
2022
Q1 		$1.09M Buy
17,270
+730
+4% +$43.4K 0.28% 84
2021
Q4 		$1.1M Buy
16,540
+690
+4% +$38.8K 0.28% 87
2021
Q3 		$769K Buy
15,850
+320
+2% +$15.6K 0.23% 115
2021
Q2 		$740K Buy
15,530
+790
+5% +$36.6K 0.21% 120
2021
Q1 		$684K Buy
14,740
+1,100
+8% +$50.9K 0.24% 109
2020
Q4 		$597K Buy
13,640
+1,100
+9% +$42.9K 0.21% 120
2020
Q3 		$457K Sell
12,540
-520
-4% -$17.4K 0.18% 149
2020
Q2 		$412K Buy
13,060
+1,800
+16% +$50.4K 0.18% 151
2020
Q1 		$267K Sell
11,260
-450
-4% -$12.7K 0.15% 181
2019
Q4 		$370K Sell
11,710
-350
-3% -$10.6K 0.16% 173
2019
Q3 		$333K Sell
12,060
-150
-1% -$4.26K 0.15% 192
2019
Q2 		$351K Buy
12,210
+190
+2% +$5.54K 0.16% 178
2019
Q1 		$361K Buy
+12,020
New +$326K 0.18% 176

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

Cedar Brook Financial Partners's AVGO Position: Q3 2024 in Review

Cedar Brook Financial Partners sold out of Broadcom (AVGO) in Q3 2024, closing a stake of 1,910 shares — an estimated $307K sold.

Cedar Brook Financial Partners first reported a position in AVGO in Q1 2019 and held it in 22 quarters. The position peaked at $1.8M in Q1 2024. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Cedar Brook Financial Partners reported no remaining Broadcom position as of Q3 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,910 Broadcom shares in Q3 2024, an estimated $307K.
  • Cedar Brook Financial Partners first reported a position in Broadcom in Q1 2019 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Broadcom position peaked at $1.8M in Q1 2024.
  • 3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2024, filed 21 Oct 2024.