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EnRich Financial Partners’s Broadcom AVGO Stock Holding History

EnRich Financial 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
2024
Q3 		– Sell
-60
Closed -$9.63K – 229
2024
Q2 		$9.63K Buy
+60
New +$8.41K ﹤0.01% 178

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EnRich Financial Partners's AVGO Position: Q3 2024 in Review

EnRich Financial Partners sold out of Broadcom (AVGO) in Q3 2024, closing a stake of 60 shares — an estimated $9.63K sold.

EnRich Financial Partners first reported a position in AVGO in Q2 2024 and held it in 1 quarter. The position peaked at $9.63K in Q2 2024. 3,409 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • EnRich Financial Partners reported no remaining Broadcom position as of Q3 2024 after selling out during the quarter.
  • EnRich Financial Partners sold 60 Broadcom shares in Q3 2024, an estimated $9.63K.
  • EnRich Financial Partners first reported a position in Broadcom in Q2 2024 and held it in 1 quarter.
  • EnRich Financial Partners's Broadcom position peaked at $9.63K in Q2 2024.
  • 3,409 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on EnRich Financial Partners's 13F filing for Q3 2024, filed 7 Nov 2024.