EWM
AVGO icon

Endurance Wealth Management’s Broadcom AVGO Stock Holding History

Endurance Wealth 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
2023
Q2 		$13.2M Buy
152,570
+360
+0.2% +$25.7K 1.81% 16
2023
Q1 		$9.77M Sell
152,210
-1,610
-1% -$96.9K 1.38% 21
2022
Q4 		$8.6M Buy
153,820
+65,010
+73% +$3.26M 1.3% 23
2022
Q3 		$3.94M Buy
88,810
+250
+0.3% +$12.8K 0.65% 41
2022
Q2 		$4.3M Buy
88,560
+1,850
+2% +$104K 0.65% 41
2022
Q1 		$5.46M Buy
86,710
+25,720
+42% +$1.53M 0.71% 40
2021
Q4 		$4.06M Sell
60,990
-50,060
-45% -$2.81M 0.44% 62
2021
Q3 		$5.38M Sell
111,050
-160
-0.1% -$7.78K 0.6% 47
2021
Q2 		$5.3M Buy
111,210
+4,530
+4% +$210K 0.59% 48
2021
Q1 		$4.95M Buy
106,680
+3,000
+3% +$139K 0.58% 51
2020
Q4 		$4.54M Buy
103,680
+40
+0% +$1.56K 0.57% 50
2020
Q3 		$3.77M Buy
103,640
+1,600
+2% +$53.6K 0.56% 49
2020
Q2 		$3.22M Sell
102,040
-1,150
-1% -$32.2K 0.53% 53
2020
Q1 		$2.45M Buy
103,190
+21,550
+26% +$607K 0.47% 59
2019
Q4 		$2.58M Buy
81,640
+2,740
+3% +$83.2K 0.39% 63
2019
Q3 		$2.18M Buy
78,900
+3,150
+4% +$89.6K 0.36% 67
2019
Q2 		$2.18M Buy
75,750
+5,850
+8% +$170K 0.34% 70
2019
Q1 		$2.1M Buy
69,900
+800
+1% +$21.7K 0.34% 73
2018
Q4 		$1.76M Buy
69,100
+17,850
+35% +$421K 0.33% 75
2018
Q3 		$1.26M Buy
51,250
+490
+1% +$11K 0.2% 88
2018
Q2 		$1.23M Buy
50,760
+21,250
+72% +$521K 0.2% 88
2018
Q1 		$696K Buy
29,510
+29,500
+295,000% +$743K 0.12% 112
2017
Q4 		$0 Hold
10
– – ﹤0.01% 504
2017
Q3 		$0 Hold
10
– – ﹤0.01% 499
2017
Q2 		$0 Hold
10
– – ﹤0.01% 501
2017
Q1 		$0 Hold
10
– – ﹤0.01% 508
2016
Q4 		$0 Sell
10
-10,000
-100% -$173K ﹤0.01% 489
2016
Q3 		$175K Buy
10,010
+10,000
+100,000% +$167K 0.03% 176
2016
Q2 		$0 Hold
10
– – ﹤0.01% 490
2016
Q1 		$0 Buy
+10
New +$135 ﹤0.01% 502

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Endurance Wealth Management's AVGO Position: Q2 2023 in Review

Endurance Wealth Management increased its Broadcom (AVGO) stake by 0.24% in Q2 2023, buying an estimated $25.7K and bringing the position to 152,570 shares worth $13.2M. The position accounts for 1.81% of the portfolio, ranked #16.

Endurance Wealth Management first reported a position in AVGO in Q1 2016 and has held it in 30 quarters since. 2,388 funds tracked by Wall St. Rank hold AVGO as of Q2 2023.

  • Endurance Wealth Management held 152,570 shares of Broadcom worth $13.2M as of Q2 2023.
  • Endurance Wealth Management bought 360 Broadcom shares in Q2 2023, an estimated $25.7K.
  • Broadcom made up 1.81% of Endurance Wealth Management's portfolio in Q2 2023, its #16 holding.
  • Endurance Wealth Management first reported a position in Broadcom in Q1 2016 and has held it in 30 quarters since.
  • 2,388 funds tracked by Wall St. Rank held Broadcom as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.