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Engrave Wealth Partners’s Broadcom AVGO Stock Holding History

Engrave Wealth Partners’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 		$342K Buy
+3,060
New +$290K 0.1% 57
2020
Q3 		– Sell
-600
Closed -$18K – 83
2020
Q2 		$18K Hold
600
– – 0.02% 191
2020
Q1 		$14K Hold
600
– – 0.02% 177
2019
Q4 		$18K Buy
+600
New +$18.2K 0.02% 232

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

Engrave Wealth Partners's AVGO Position: Q4 2023 in Review

Engrave Wealth Partners opened a new position in Broadcom (AVGO) in Q4 2023: 3,060 shares worth $342K. The stake represents 0.1% of the portfolio and ranks #57 among its holdings. This is a return to the name: Engrave Wealth Partners previously reported a position in AVGO as recently as Q2 2020.

Engrave Wealth Partners first reported a position in AVGO in Q4 2019 and has held it in 4 quarters since. 2,873 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

  • Engrave Wealth Partners held 3,060 shares of Broadcom worth $342K as of Q4 2023.
  • Broadcom was a new Engrave Wealth Partners position in Q4 2023.
  • Broadcom made up 0.1% of Engrave Wealth Partners's portfolio in Q4 2023, its #57 holding.
  • Engrave Wealth Partners first reported a position in Broadcom in Q4 2019 and has held it in 4 quarters since.
  • 2,873 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.