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Duff & Phelps Investment Management’s Broadcom AVGO Stock Holding History

Duff & Phelps Investment 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
Q3 		– Sell
-10,090
Closed -$1.62M – 165
2024
Q2 		$1.62M Sell
10,090
-40,570
-80% -$5.69M 0.02% 142
2024
Q1 		$6.71M Buy
50,660
+1,650
+3% +$204K 0.08% 132
2023
Q4 		$5.47M Buy
49,010
+3,390
+7% +$321K 0.07% 133
2023
Q3 		$3.79M Hold
45,620
– – 0.05% 143
2023
Q2 		$3.96M Buy
45,620
+1,400
+3% +$99.8K 0.05% 142
2023
Q1 		$2.84M Hold
44,220
– – 0.03% 151
2022
Q4 		$2.47M Hold
44,220
– – 0.03% 158
2022
Q3 		$1.96M Hold
44,220
– – 0.02% 162
2022
Q2 		$2.15M Hold
44,220
– – 0.03% 135
2022
Q1 		$2.78M Buy
44,220
+750
+2% +$44.5K 0.03% 129
2021
Q4 		$2.89M Buy
43,470
+1,740
+4% +$97.8K 0.03% 127
2021
Q3 		$2.02M Buy
41,730
+9,980
+31% +$485K 0.03% 144
2021
Q2 		$1.51M Sell
31,750
-3,650
-10% -$169K 0.02% 165
2021
Q1 		$1.64M Buy
+35,400
New +$1.64M 0.02% 161
2019
Q2 		– Sell
-494,170
Closed -$14.9M – 243
2019
Q1 		$14.9M Sell
494,170
-24,230
-5% -$657K 0.22% 96
2018
Q4 		$13.2M Sell
518,400
-6,650
-1% -$157K 0.22% 96
2018
Q3 		$13M Buy
525,050
+75,710
+17% +$1.7M 0.2% 101
2018
Q2 		$10.9M Sell
449,340
-6,560
-1% -$161K 0.16% 110
2018
Q1 		$10.8M Sell
455,900
-16,080
-3% -$405K 0.17% 107
2017
Q4 		$12.1M Sell
471,980
-6,910
-1% -$180K 0.17% 112
2017
Q3 		$11.6M Sell
478,890
-17,430
-4% -$431K 0.16% 122
2017
Q2 		$11.6M Sell
496,320
-55,100
-10% -$1.28M 0.17% 119
2017
Q1 		$12.1M Sell
551,420
-142,890
-21% -$2.94M 0.17% 122
2016
Q4 		$12.4M Buy
694,310
+170,110
+32% +$2.95M 0.18% 118
2016
Q3 		$9.04M Buy
+524,200
New +$8.77M 0.13% 122

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Duff & Phelps Investment Management's AVGO Position: Q3 2024 in Review

Duff & Phelps Investment Management sold out of Broadcom (AVGO) in Q3 2024, closing a stake of 10,090 shares — an estimated $1.62M sold.

Duff & Phelps Investment Management first reported a position in AVGO in Q3 2016 and held it in 25 quarters. The position peaked at $14.9M in Q1 2019. 3,417 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Duff & Phelps Investment Management reported no remaining Broadcom position as of Q3 2024 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 10,090 Broadcom shares in Q3 2024, an estimated $1.62M.
  • Duff & Phelps Investment Management first reported a position in Broadcom in Q3 2016 and held it in 25 quarters.
  • Duff & Phelps Investment Management's Broadcom position peaked at $14.9M in Q1 2019.
  • 3,417 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2024, filed 15 Nov 2024.