CPG
AVGO icon

Custom Portfolio Group’s Broadcom AVGO Stock Holding History

Custom Portfolio Group’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 		$400K Hold
2,490
– – 0.31% 32
2024
Q1 		$330K Hold
2,490
– – 0.27% 36
2023
Q4 		$278K Buy
+2,490
New +$236K 0.25% 33

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Custom Portfolio Group's AVGO Position: Q2 2024 in Review

Custom Portfolio Group held its Broadcom (AVGO) position steady in Q2 2024 at 2,490 shares worth $400K. The position accounts for 0.31% of the portfolio, ranked #32.

Custom Portfolio Group first reported a position in AVGO in Q4 2023 and has held it in 3 quarters since. 3,279 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

  • Custom Portfolio Group held 2,490 shares of Broadcom worth $400K as of Q2 2024.
  • Custom Portfolio Group left its Broadcom share count unchanged in Q2 2024.
  • Broadcom made up 0.31% of Custom Portfolio Group's portfolio in Q2 2024, its #32 holding.
  • Custom Portfolio Group first reported a position in Broadcom in Q4 2023 and has held it in 3 quarters since.
  • 3,279 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.