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FinTrust Capital Advisors’s Broadcom AVGO Stock Holding History

FinTrust Capital 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
Q3 		$4.41M Sell
25,564
-1,076
-4% -$173K 0.75% 27
2024
Q2 		$4.28M Sell
26,640
-130
-0.5% -$18.2K 0.78% 27
2024
Q1 		$3.55M Sell
26,770
-650
-2% -$80.5K 0.68% 28
2023
Q4 		$3.06M Sell
27,420
-590
-2% -$55.9K 0.61% 29
2023
Q3 		$2.33M Buy
28,010
+1,610
+6% +$140K 0.52% 33
2023
Q2 		$1.48M Hold
26,400
– – 0.35% 71
2023
Q1 		$1.48M Hold
26,400
– – 0.36% 68
2022
Q4 		$1.48M Sell
26,400
-2,320
-8% -$116K 0.36% 70
2022
Q3 		$1.25M Buy
28,720
+1,590
+6% +$81.2K 0.32% 79
2022
Q2 		$1.39M Buy
27,130
+970
+4% +$54.4K 0.35% 67
2022
Q1 		$1.65M Buy
26,160
+1,460
+6% +$86.7K 0.38% 63
2021
Q4 		$1.64M Buy
24,700
+3,010
+14% +$169K 0.39% 60
2021
Q3 		$1.05M Buy
21,690
+430
+2% +$20.9K 0.28% 76
2021
Q2 		$1.01M Sell
21,260
-100
-0.5% -$4.63K 0.27% 79
2021
Q1 		$990K Buy
21,360
+990
+5% +$45.8K 0.29% 77
2020
Q4 		$892K Buy
20,370
+2,010
+11% +$78.4K 0.28% 77
2020
Q3 		$669 Buy
18,360
+590
+3% +$19.8K 0.13% 90
2020
Q2 		$561K Sell
17,770
-4,370
-20% -$122K 0.22% 90
2020
Q1 		$525K Buy
22,140
+120
+0.5% +$3.38K 0.25% 84
2019
Q4 		$696K Sell
22,020
-1,140
-5% -$34.6K 0.28% 75
2019
Q3 		$639K Sell
23,160
-1,250
-5% -$35.5K 0.22% 96
2019
Q2 		$703K Buy
24,410
+2,520
+12% +$73.4K 0.28% 70
2019
Q1 		$658K Buy
21,890
+2,470
+13% +$67K 0.28% 69
2018
Q4 		$494K Buy
+19,420
New +$458K 0.24% 92

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FinTrust Capital Advisors's AVGO Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Broadcom (AVGO) stake by 4% in Q3 2024, selling an estimated $173K and leaving 25,564 shares worth $4.41M. The position accounts for 0.75% of the portfolio, ranked #27.

FinTrust Capital Advisors first reported a position in AVGO in Q4 2018 and has held it in 24 quarters since. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • FinTrust Capital Advisors held 25,564 shares of Broadcom worth $4.41M as of Q3 2024.
  • FinTrust Capital Advisors sold 1,076 Broadcom shares in Q3 2024, an estimated $173K.
  • Broadcom made up 0.75% of FinTrust Capital Advisors's portfolio in Q3 2024, its #27 holding.
  • FinTrust Capital Advisors first reported a position in Broadcom in Q4 2018 and has held it in 24 quarters since.
  • 3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.