Family Asset Management’s Broadcom AVGO Stock Holding History

Family Asset 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	$207K	Sell	1,200 -250	-17%	-$40.1K	0.12%	102
2024 Q2	$233K	Sell	1,450 -70	-5%	-$9.81K	0.15%	96
2024 Q1	$201K	Sell	1,520 -660	-30%	-$81.8K	0.13%	102
2023 Q4	$243K	Sell	2,180 -240	-10%	-$22.7K	0.16%	95
2023 Q3	$201K	Sell	2,420 -20	-0.8%	-$1.73K	0.15%	97
2023 Q2	$212K	Sell	2,440 -2,480	-50%	-$177K	0.14%	99
2023 Q1	$315K	Buy	4,920 +40	+0.8%	+$2.41K	0.23%	73
2022 Q4	$273K	Buy	+4,880	New	+$245K	0.23%	75

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

Family Asset Management's AVGO Position: Q3 2024 in Review

Family Asset Management reduced its Broadcom (AVGO) stake by 17% in Q3 2024, selling an estimated $40.1K and leaving 1,200 shares worth $207K. The position accounts for 0.12% of the portfolio, ranked #102.

Family Asset Management first reported a position in AVGO in Q4 2022 and has held it in 8 quarters since. The position peaked at $315K in Q1 2023. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

Family Asset Management held 1,200 shares of Broadcom worth $207K as of Q3 2024.
Family Asset Management sold 250 Broadcom shares in Q3 2024, an estimated $40.1K.
Broadcom made up 0.12% of Family Asset Management's portfolio in Q3 2024, its #102 holding.
Family Asset Management first reported a position in Broadcom in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's Broadcom position peaked at $315K in Q1 2023.
3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.