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Edge Capital Group’s Broadcom AVGO Stock Holding History

Edge Capital 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
Q4 		$34.9M Sell
150,629
-1,843
-1% -$341K 1.56% 13
2024
Q3 		$26.3M Sell
152,472
-17,738
-10% -$2.84M 1.17% 19
2024
Q2 		$27.3M Sell
170,210
-2,690
-2% -$377K 1.32% 14
2024
Q1 		$22.9M Sell
172,900
-30,580
-15% -$3.79M 1.14% 20
2023
Q4 		$22.7M Buy
203,480
+580
+0.3% +$54.9K 1.26% 17
2023
Q3 		$16.9M Sell
202,900
-57,540
-22% -$4.99M 1.09% 19
2023
Q2 		$22.6M Sell
260,440
-42,110
-14% -$3M 1.3% 18
2023
Q1 		$19.4M Buy
302,550
+23,810
+9% +$1.43M 1.2% 18
2022
Q4 		$15.6M Buy
278,740
+23,670
+9% +$1.19M 1.09% 19
2022
Q3 		$11.3M Buy
255,070
+3,730
+1% +$191K 0.93% 20
2022
Q2 		$12.2M Buy
251,340
+5,470
+2% +$307K 1.06% 21
2022
Q1 		$15.5M Buy
245,870
+3,330
+1% +$198K 1.06% 18
2021
Q4 		$16.1M Sell
242,540
-6,730
-3% -$378K 1.14% 18
2021
Q3 		$12.1M Sell
249,270
-3,730
-1% -$181K 0.96% 22
2021
Q2 		$12.1M Buy
253,000
+23,620
+10% +$1.09M 0.96% 21
2021
Q1 		$10.6M Sell
229,380
-33,930
-13% -$1.57M 0.89% 24
2020
Q4 		$11.5M Sell
263,310
-33,870
-11% -$1.32M 0.97% 21
2020
Q3 		$10.8M Buy
297,180
+3,410
+1% +$114K 1.08% 19
2020
Q2 		$9.27M Sell
293,770
-51,880
-15% -$1.45M 0.97% 18
2020
Q1 		$8.2M Buy
345,650
+49,580
+17% +$1.4M 0.98% 20
2019
Q4 		$9.36M Buy
296,070
+2,190
+0.7% +$66.5K 0.91% 27
2019
Q3 		$8.11M Buy
293,880
+98,090
+50% +$2.79M 0.82% 33
2019
Q2 		$5.64M Buy
195,790
+174,940
+839% +$5.1M 0.54% 50
2019
Q1 		$627K Buy
20,850
+5,390
+35% +$146K 0.06% 154
2018
Q4 		$393K Buy
+15,460
New +$365K 0.04% 177

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Capital Group's AVGO Position: Q4 2024 in Review

Edge Capital Group reduced its Broadcom (AVGO) stake by 1.2% in Q4 2024, selling an estimated $341K and leaving 150,629 shares worth $34.9M. The position accounts for 1.56% of the portfolio, ranked #13.

Edge Capital Group first reported a position in AVGO in Q4 2018 and has held it in 25 quarters since. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Edge Capital Group held 150,629 shares of Broadcom worth $34.9M as of Q4 2024.
  • Edge Capital Group sold 1,843 Broadcom shares in Q4 2024, an estimated $341K.
  • Broadcom made up 1.56% of Edge Capital Group's portfolio in Q4 2024, its #13 holding.
  • Edge Capital Group first reported a position in Broadcom in Q4 2018 and has held it in 25 quarters since.
  • 3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.