Fernwood Investment Management’s Broadcom AVGO Stock Holding History

Fernwood Investment 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	$701K	Buy	3,025 +990	+49%	+$183K	0.24%	84
2024 Q3	$351K	Buy	2,035 +105	+5%	+$16.8K	0.11%	143
2024 Q2	$310K	Buy	1,930 +940	+95%	+$132K	0.1%	159
2024 Q1	$131K	Buy	+990	New	+$123K	0.04%	239
2017 Q1	–	Sell	-17,500	Closed	-$309K	–	136
2016 Q4	$309K	Hold	17,500	–	–	0.3%	92
2016 Q3	$302K	Hold	17,500	–	–	0.28%	88
2016 Q2	$272K	Hold	17,500	–	–	0.27%	92
2016 Q1	$270K	Hold	17,500	–	–	0.27%	86
2015 Q4	$254K	Hold	17,500	–	–	0.22%	97
2015 Q3	$219K	Hold	17,500	–	–	0.19%	102
2015 Q2	$233K	Hold	17,500	–	–	0.18%	96
2015 Q1	$222K	Sell	17,500 -39,000	-69%	-$447K	0.18%	103
2014 Q4	$568K	Sell	56,500 -9,250	-14%	-$82.6K	0.48%	64
2014 Q3	$572K	Sell	65,750 -3,000	-4%	-$23.4K	0.49%	59
2014 Q2	$495K	Sell	68,750 -5,000	-7%	-$33.6K	0.41%	63
2014 Q1	$475K	Buy	73,750 +23,500	+47%	+$138K	0.44%	64
2013 Q4	$266K	Buy	+50,250	New	+$231K	0.18%	117

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fernwood Investment Management's AVGO Position: Q4 2024 in Review

Fernwood Investment Management increased its Broadcom (AVGO) stake by 49% in Q4 2024, buying an estimated $183K and bringing the position to 3,025 shares worth $701K. The position accounts for 0.24% of the portfolio, ranked #84.

Fernwood Investment Management first reported a position in AVGO in Q4 2013 and has held it in 17 quarters since. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

Fernwood Investment Management held 3,025 shares of Broadcom worth $701K as of Q4 2024.
Fernwood Investment Management bought 990 Broadcom shares in Q4 2024, an estimated $183K.
Broadcom made up 0.24% of Fernwood Investment Management's portfolio in Q4 2024, its #84 holding.
Fernwood Investment Management first reported a position in Broadcom in Q4 2013 and has held it in 17 quarters since.
3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.