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CIC Wealth’s Broadcom AVGO Stock Holding History

CIC Wealth’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 		$2.49M Buy
14,413
+1,803
+14% +$289K 0.64% 36
2024
Q2 		$2.02M Sell
12,610
-20
-0.2% -$2.8K 0.56% 46
2024
Q1 		$1.67M Sell
12,630
-370
-3% -$45.8K 0.49% 49
2023
Q4 		$1.45M Sell
13,000
-330
-2% -$31.2K 0.46% 50
2023
Q3 		$1.11M Buy
13,330
+200
+2% +$17.3K 0.4% 56
2023
Q2 		$1.14M Sell
13,130
-50
-0.4% -$3.57K 0.39% 55
2023
Q1 		$846K Sell
13,180
-70
-0.5% -$4.21K 0.32% 66
2022
Q4 		$741K Buy
+13,250
New +$664K 0.31% 69

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIC Wealth's AVGO Position: Q3 2024 in Review

CIC Wealth increased its Broadcom (AVGO) stake by 14% in Q3 2024, buying an estimated $289K and bringing the position to 14,413 shares worth $2.49M. The position accounts for 0.64% of the portfolio, ranked #36.

CIC Wealth first reported a position in AVGO in Q4 2022 and has held it in 8 quarters since. 3,417 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • CIC Wealth held 14,413 shares of Broadcom worth $2.49M as of Q3 2024.
  • CIC Wealth bought 1,803 Broadcom shares in Q3 2024, an estimated $289K.
  • Broadcom made up 0.64% of CIC Wealth's portfolio in Q3 2024, its #36 holding.
  • CIC Wealth first reported a position in Broadcom in Q4 2022 and has held it in 8 quarters since.
  • 3,417 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.