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Clear Rock Advisors’s Broadcom AVGO Stock Holding History

Clear Rock 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
Q2 		$5.42M Sell
33,760
-2,730
-7% -$383K 2.32% 8
2024
Q1 		$4.84M Sell
36,490
-770
-2% -$95.4K 2.1% 8
2023
Q4 		$4.78M Buy
+37,260
New +$3.53M 2.16% 8

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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 Rock Advisors's AVGO Position: Q2 2024 in Review

Clear Rock Advisors reduced its Broadcom (AVGO) stake by 7.5% in Q2 2024, selling an estimated $383K and leaving 33,760 shares worth $5.42M. The position accounts for 2.32% of the portfolio, ranked #8.

Clear Rock Advisors first reported a position in AVGO in Q4 2023 and has held it in 3 quarters since. 3,270 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

  • Clear Rock Advisors held 33,760 shares of Broadcom worth $5.42M as of Q2 2024.
  • Clear Rock Advisors sold 2,730 Broadcom shares in Q2 2024, an estimated $383K.
  • Broadcom made up 2.32% of Clear Rock Advisors's portfolio in Q2 2024, its #8 holding.
  • Clear Rock Advisors first reported a position in Broadcom in Q4 2023 and has held it in 3 quarters since.
  • 3,270 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.