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AVGO icon

DFPG Investments’s Broadcom AVGO Stock Holding History

DFPG Investments’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
Q4 		$5.9M Buy
55,750
+860
+2% +$81.4K 0.46% 45
2023
Q3 		$5M Sell
54,890
-1,860
-3% -$161K 0.47% 46
2023
Q2 		$5.12M Buy
56,750
+5,140
+10% +$367K 0.46% 46
2023
Q1 		$3.31M Buy
51,610
+4,870
+10% +$293K 0.36% 65
2022
Q4 		$2.7M Buy
46,740
+4,220
+10% +$212K 0.45% 50
2022
Q3 		$1.91M Buy
42,520
+530
+1% +$27.1K 0.81% 38
2022
Q2 		$2.06M Buy
41,990
+270
+0.6% +$15.2K 0.9% 33
2022
Q1 		$2.45M Buy
41,720
+14,690
+54% +$873K 0.95% 30
2021
Q4 		$1.48M Sell
27,030
-310
-1% -$17.4K 0.62% 45
2021
Q3 		$1.36M Sell
27,340
-850
-3% -$41.3K 0.51% 58
2021
Q2 		$1.36M Buy
28,190
+1,060
+4% +$49.1K 0.52% 61
2021
Q1 		$1.32M Buy
27,130
+1,690
+7% +$78.2K 0.57% 58
2020
Q4 		$1.13M Sell
25,440
-600
-2% -$23.4K 0.52% 57
2020
Q3 		$955K Buy
26,040
+960
+4% +$32.2K 0.51% 57
2020
Q2 		$785K Sell
25,080
-3,300
-12% -$92.4K 0.48% 59
2020
Q1 		$731K Buy
28,380
+2,630
+10% +$74.1K 0.54% 55
2019
Q4 		$781K Buy
25,750
+15,330
+147% +$465K 0.51% 59
2019
Q3 		$282K Sell
10,420
-1,380
-12% -$39.2K 0.23% 112
2019
Q2 		$325K Buy
11,800
+2,360
+25% +$68.8K 0.31% 103
2019
Q1 		$285K Buy
9,440
+40
+0.4% +$1.08K 0.31% 96
2018
Q4 		$239K Buy
+9,400
New +$222K 0.32% 102

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

DFPG Investments's AVGO Position: Q4 2023 in Review

DFPG Investments increased its Broadcom (AVGO) stake by 1.6% in Q4 2023, buying an estimated $81.4K and bringing the position to 55,750 shares worth $5.9M. The position accounts for 0.46% of the portfolio, ranked #45.

DFPG Investments first reported a position in AVGO in Q4 2018 and has held it in 21 quarters since. 2,873 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

  • DFPG Investments held 55,750 shares of Broadcom worth $5.9M as of Q4 2023.
  • DFPG Investments bought 860 Broadcom shares in Q4 2023, an estimated $81.4K.
  • Broadcom made up 0.46% of DFPG Investments's portfolio in Q4 2023, its #45 holding.
  • DFPG Investments first reported a position in Broadcom in Q4 2018 and has held it in 21 quarters since.
  • 2,873 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.