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Epic Trust Investment Advisors’s Broadcom AVGO Stock Holding History

Epic Trust Investment Advisors’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
Q2 		$390K Sell
2,430
-30
-1% -$4.2K 0.43% 58
2024
Q1 		$326K Sell
2,460
-40
-2% -$4.96K 0.4% 72
2023
Q4 		$279K Sell
2,500
-370
-13% -$35K 0.37% 75
2023
Q3 		$238K Sell
2,870
-320
-10% -$27.7K 0.38% 76
2023
Q2 		$277K Sell
3,190
-1,530
-32% -$109K 0.39% 67
2023
Q1 		$303K Buy
+4,720
New +$284K 0.37% 73
2022
Q2 		– Sell
-3,280
Closed -$208K – 71
2022
Q1 		$208K Buy
+3,280
New +$195K 0.32% 74

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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

Epic Trust Investment Advisors's AVGO Position: Q2 2024 in Review

Epic Trust Investment Advisors reduced its Broadcom (AVGO) stake by 1.2% in Q2 2024, selling an estimated $4.2K and leaving 2,430 shares worth $390K. The position accounts for 0.43% of the portfolio, ranked #58.

Epic Trust Investment Advisors first reported a position in AVGO in Q1 2022 and has held it in 7 quarters since. 3,272 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

  • Epic Trust Investment Advisors held 2,430 shares of Broadcom worth $390K as of Q2 2024.
  • Epic Trust Investment Advisors sold 30 Broadcom shares in Q2 2024, an estimated $4.2K.
  • Broadcom made up 0.43% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #58 holding.
  • Epic Trust Investment Advisors first reported a position in Broadcom in Q1 2022 and has held it in 7 quarters since.
  • 3,272 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.