Evergreen Wealth Management’s Broadcom AVGO Stock Holding History

Evergreen 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
2024 Q3	–	Sell	-31,620	Closed	-$5.08M	–	54
2024 Q2	$5.08M	Hold	31,620	–	–	3.36%	9
2024 Q1	$4.19M	Hold	31,620	–	–	2.84%	11
2023 Q4	$3.53M	Buy	31,620 +630	+2%	+$59.7K	2.6%	13
2023 Q3	$2.57M	Buy	30,990 +470	+2%	+$40.7K	2.03%	17
2023 Q2	$2.65M	Sell	30,520 -9,230	-23%	-$658K	2.07%	17
2023 Q1	$2.55M	Buy	39,750 +570	+1%	+$34.3K	2.26%	16
2022 Q4	$2.19M	Buy	+39,180	New	+$1.96M	2.02%	17

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evergreen Wealth Management's AVGO Position: Q3 2024 in Review

Evergreen Wealth Management sold out of Broadcom (AVGO) in Q3 2024, closing a stake of 31,620 shares — an estimated $5.08M sold.

Evergreen Wealth Management first reported a position in AVGO in Q4 2022 and held it in 7 quarters. The position peaked at $5.08M in Q2 2024. 3,409 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

Evergreen Wealth Management reported no remaining Broadcom position as of Q3 2024 after selling out during the quarter.
Evergreen Wealth Management sold 31,620 Broadcom shares in Q3 2024, an estimated $5.08M.
Evergreen Wealth Management first reported a position in Broadcom in Q4 2022 and held it in 7 quarters.
Evergreen Wealth Management's Broadcom position peaked at $5.08M in Q2 2024.
3,409 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Evergreen Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.