CWM
AVGO icon

Curi Wealth Management’s Broadcom AVGO Stock Holding History

Curi Wealth 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
2023
Q3 		– Sell
-2,520
Closed -$218K – 155
2023
Q2 		$218K Buy
+2,520
New +$180K 0.03% 160
2022
Q3 		– Sell
-2,370
Closed -$115K – 229
2022
Q2 		$115K Sell
2,370
-440
-16% -$24.7K 0.02% 161
2022
Q1 		$177K Buy
2,810
+750
+36% +$44.5K 0.03% 121
2021
Q4 		$137K Buy
+2,060
New +$116K 0.02% 128
2021
Q1 		– Sell
-1,400
Closed -$61K – 127
2020
Q4 		$61K Buy
+1,400
New +$54.6K 0.04% 143

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Curi Wealth Management's AVGO Position: Q3 2023 in Review

Curi Wealth Management sold out of Broadcom (AVGO) in Q3 2023, closing a stake of 2,520 shares — an estimated $218K sold.

Curi Wealth Management first reported a position in AVGO in Q4 2020 and held it in 5 quarters. The position peaked at $218K in Q2 2023. 2,458 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

  • Curi Wealth Management reported no remaining Broadcom position as of Q3 2023 after selling out during the quarter.
  • Curi Wealth Management sold 2,520 Broadcom shares in Q3 2023, an estimated $218K.
  • Curi Wealth Management first reported a position in Broadcom in Q4 2020 and held it in 5 quarters.
  • Curi Wealth Management's Broadcom position peaked at $218K in Q2 2023.
  • 2,458 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Curi Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.