Discovery Value Fund’s Broadcom AVGO Stock Holding History

Discovery Value Fund’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	–	Sell	-4,700	Closed	-$525K	–	9
2023 Q4	$525K	Buy	+4,700	New	+$445K	0.24%	9

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Discovery Value Fund's AVGO Position: Q1 2024 in Review

Discovery Value Fund sold out of Broadcom (AVGO) in Q1 2024, closing a stake of 4,700 shares — an estimated $525K sold.

Discovery Value Fund first reported a position in AVGO in Q4 2023 and held it in 1 quarter. The position peaked at $525K in Q4 2023. 3,065 funds tracked by Wall St. Rank hold AVGO as of Q1 2024.

Discovery Value Fund reported no remaining Broadcom position as of Q1 2024 after selling out during the quarter.
Discovery Value Fund sold 4,700 Broadcom shares in Q1 2024, an estimated $525K.
Discovery Value Fund first reported a position in Broadcom in Q4 2023 and held it in 1 quarter.
Discovery Value Fund's Broadcom position peaked at $525K in Q4 2023.
3,065 funds tracked by Wall St. Rank held Broadcom as of Q1 2024.

Based on Discovery Value Fund's 13F filing for Q1 2024, filed 10 May 2024.