FWM
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Fairhaven Wealth Management’s Broadcom AVGO Stock Holding History

Fairhaven 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
Q4 		$1.58M Buy
6,812
+102
+2% +$18.9K 0.49% 35
2024
Q3 		$1.16M Buy
6,710
+40
+0.6% +$6.41K 0.35% 42
2024
Q2 		$1.07M Buy
6,670
+140
+2% +$19.6K 0.35% 43
2024
Q1 		$865K Hold
6,530
– – 0.3% 45
2023
Q4 		$729K Hold
6,530
– – 0.27% 46
2023
Q3 		$542K Hold
6,530
– – 0.22% 54
2023
Q2 		$566K Buy
+6,530
New +$466K 0.22% 55
2022
Q4 		$365K Sell
6,530
-1,270
-16% -$63.7K 0.16% 65
2022
Q3 		$346K Hold
7,800
– – 0.15% 64
2022
Q2 		$379K Hold
7,800
– – 0.18% 60
2022
Q1 		$491K Hold
7,800
– – 0.2% 58
2021
Q4 		$519K Sell
7,800
-40
-0.5% -$2.25K 0.2% 56
2021
Q3 		$380K Sell
7,840
-30
-0.4% -$1.46K 0.16% 70
2021
Q2 		$375K Sell
7,870
-330
-4% -$15.3K 0.15% 70
2021
Q1 		$380K Hold
8,200
– – 0.16% 69
2020
Q4 		$359K Hold
8,200
– – 0.16% 70
2020
Q3 		$299K Sell
8,200
-400
-5% -$13.4K 0.18% 64
2020
Q2 		$271K Buy
+8,600
New +$241K 0.18% 69
2019
Q4 		– Sell
-8,820
Closed -$243K – 80
2019
Q3 		$243K Hold
8,820
– – 0.23% 62
2019
Q2 		$254K Sell
8,820
-350
-4% -$10.2K 0.24% 58
2019
Q1 		$276K Sell
9,170
-2,480
-21% -$67.2K 0.26% 55
2018
Q4 		$296K Buy
+11,650
New +$275K 0.29% 48

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Fairhaven Wealth Management's AVGO Position: Q4 2024 in Review

Fairhaven Wealth Management increased its Broadcom (AVGO) stake by 1.5% in Q4 2024, buying an estimated $18.9K and bringing the position to 6,812 shares worth $1.58M. The position accounts for 0.49% of the portfolio, ranked #35.

Fairhaven Wealth Management first reported a position in AVGO in Q4 2018 and has held it in 22 quarters since. 3,914 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Fairhaven Wealth Management held 6,812 shares of Broadcom worth $1.58M as of Q4 2024.
  • Fairhaven Wealth Management bought 102 Broadcom shares in Q4 2024, an estimated $18.9K.
  • Broadcom made up 0.49% of Fairhaven Wealth Management's portfolio in Q4 2024, its #35 holding.
  • Fairhaven Wealth Management first reported a position in Broadcom in Q4 2018 and has held it in 22 quarters since.
  • 3,914 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.