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AVGO icon

Connectus Wealth’s Broadcom AVGO Stock Holding History

Connectus 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
Q1 		$7.55M Sell
56,880
-7,860
-12% -$974K 0.21% 103
2023
Q4 		$7.23M Buy
64,740
+3,130
+5% +$296K 0.15% 137
2023
Q3 		$5.12M Buy
61,610
+3,120
+5% +$270K 0.11% 160
2023
Q2 		$5.08M Sell
58,490
-4,900
-8% -$349K 0.12% 139
2023
Q1 		$4.07M Sell
63,390
-560
-0.9% -$33.7K 0.1% 154
2022
Q4 		$3.58M Sell
63,950
-180
-0.3% -$9.03K 0.08% 161
2022
Q3 		$2.85M Buy
64,130
+9,770
+18% +$499K 0.06% 226
2022
Q2 		$2.64M Buy
54,360
+14,240
+35% +$799K 0.06% 190
2022
Q1 		$2.67M Sell
40,120
-5,090
-11% -$302K 0.08% 135
2021
Q4 		$3.01M Buy
+45,210
New +$2.54M 0.12% 104

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Connectus Wealth's AVGO Position: Q1 2024 in Review

Connectus Wealth reduced its Broadcom (AVGO) stake by 12% in Q1 2024, selling an estimated $974K and leaving 56,880 shares worth $7.55M. The position accounts for 0.21% of the portfolio, ranked #103.

Connectus Wealth first reported a position in AVGO in Q4 2021 and has held it in 10 quarters since. 3,065 funds tracked by Wall St. Rank hold AVGO as of Q1 2024.

  • Connectus Wealth held 56,880 shares of Broadcom worth $7.55M as of Q1 2024.
  • Connectus Wealth sold 7,860 Broadcom shares in Q1 2024, an estimated $974K.
  • Broadcom made up 0.21% of Connectus Wealth's portfolio in Q1 2024, its #103 holding.
  • Connectus Wealth first reported a position in Broadcom in Q4 2021 and has held it in 10 quarters since.
  • 3,065 funds tracked by Wall St. Rank held Broadcom as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.