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Crestone Asset Management’s Broadcom AVGO Stock Holding History

Crestone Asset Management’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 		– Sell
-3,380
Closed -$448K – 9
2024
Q1 		$448K Buy
3,380
+340
+11% +$42.1K 0.09% 65
2023
Q4 		$339K Buy
3,040
+510
+20% +$48.3K 0.08% 65
2023
Q3 		$210K Buy
+2,530
New +$219K 0.05% 110
2017
Q3 		– Sell
-9,830
Closed -$229K – 45
2017
Q2 		$229K Buy
+9,830
New +$228K 0.11% 42

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

Crestone Asset Management's AVGO Position: Q2 2024 in Review

Crestone Asset Management sold out of Broadcom (AVGO) in Q2 2024, closing a stake of 3,380 shares — an estimated $448K sold.

Crestone Asset Management first reported a position in AVGO in Q2 2017 and held it in 4 quarters. The position peaked at $448K in Q1 2024. 3,270 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

  • Crestone Asset Management reported no remaining Broadcom position as of Q2 2024 after selling out during the quarter.
  • Crestone Asset Management sold 3,380 Broadcom shares in Q2 2024, an estimated $448K.
  • Crestone Asset Management first reported a position in Broadcom in Q2 2017 and held it in 4 quarters.
  • Crestone Asset Management's Broadcom position peaked at $448K in Q1 2024.
  • 3,270 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.