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Clear Point Advisors’s Broadcom AVGO Stock Holding History

Clear Point 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
-414
Closed -$71.3K – 134
2024
Q3 		$71.3K Buy
414
+4
+1% +$641 0.06% 168
2024
Q2 		$66.3K Hold
410
– – 0.05% 165
2024
Q1 		$54.4K Buy
410
+310
+310% +$38.4K 0.04% 192
2023
Q4 		$11.2K Buy
+100
New +$9.47K 0.01% 306

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Point Advisors's AVGO Position: Q4 2024 in Review

Clear Point Advisors sold out of Broadcom (AVGO) in Q4 2024, closing a stake of 414 shares — an estimated $71.3K sold.

Clear Point Advisors first reported a position in AVGO in Q4 2023 and held it in 4 quarters. The position peaked at $71.3K in Q3 2024. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Clear Point Advisors reported no remaining Broadcom position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 414 Broadcom shares in Q4 2024, an estimated $71.3K.
  • Clear Point Advisors first reported a position in Broadcom in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Broadcom position peaked at $71.3K in Q3 2024.
  • 3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.