Claris Advisors’s Broadcom AVGO Stock Holding History

Claris Advisors’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	–	Sell	-29	Closed	-$5K	–	161
2024 Q3	$5K	Buy	+29	New	+$4.65K	﹤0.01%	269

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

Claris Advisors's AVGO Position: Q4 2024 in Review

Claris Advisors sold out of Broadcom (AVGO) in Q4 2024, closing a stake of 29 shares — an estimated $5K sold.

Claris Advisors first reported a position in AVGO in Q3 2024 and held it in 1 quarter. The position peaked at $5K in Q3 2024. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

Claris Advisors reported no remaining Broadcom position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 29 Broadcom shares in Q4 2024, an estimated $5K.
Claris Advisors first reported a position in Broadcom in Q3 2024 and held it in 1 quarter.
Claris Advisors's Broadcom position peaked at $5K in Q3 2024.
3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.