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First Personal Financial Services’s Broadcom AVGO Stock Holding History

First Personal Financial Services’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 		$154K Buy
890
+510
+134% +$81.8K 0.03% 133
2024
Q2 		$61K Hold
380
– – 0.01% 183
2024
Q1 		$50.4K Hold
380
– – 0.01% 187
2023
Q4 		$42.4K Hold
380
– – 0.01% 218
2023
Q3 		$31.6K Sell
380
-300
-44% -$26K 0.01% 231
2023
Q2 		$59K Hold
680
– – 0.01% 195
2023
Q1 		$43.6K Hold
680
– – 0.01% 215
2022
Q4 		$38K Hold
680
– – 0.01% 231
2022
Q3 		$30K Buy
680
+380
+127% +$19.4K 0.01% 252
2022
Q2 		$15K Hold
300
– – ﹤0.01% 251
2022
Q1 		$19K Hold
300
– – ﹤0.01% 251
2021
Q4 		$20K Buy
+300
New +$16.9K ﹤0.01% 250
2020
Q1 		– Sell
-430
Closed -$14K – 315
2019
Q4 		$14K Sell
430
-2,880
-87% -$87.4K ﹤0.01% 260
2019
Q3 		$91K Sell
3,310
-9,390
-74% -$267K 0.03% 186
2019
Q2 		$366K Buy
12,700
+300
+2% +$8.74K 0.1% 131
2019
Q1 		$373K Sell
12,400
-200
-2% -$5.42K 0.11% 128
2018
Q4 		$320K Buy
12,600
+7,670
+156% +$181K 0.11% 129
2018
Q3 		$122K Sell
4,930
-280
-5% -$6.28K 0.04% 194
2018
Q2 		$126K Sell
5,210
-338,080
-98% -$8.29M 0.04% 198
2018
Q1 		$8.09M Buy
343,290
+6,710
+2% +$169K 1.78% 6
2017
Q4 		$8.65M Buy
336,580
+1,730
+0.5% +$45K 1.68% 7
2017
Q3 		$8.12M Sell
334,850
-9,000
-3% -$223K 1.71% 9
2017
Q2 		$8.01M Sell
343,850
-1,740
-0.5% -$40.4K 1.76% 5
2017
Q1 		$7.57M Buy
345,590
+8,420
+2% +$173K 1.82% 6
2016
Q4 		$5.96M Buy
337,170
+8,760
+3% +$152K 1.57% 9
2016
Q3 		$5.67M Buy
328,410
+60,140
+22% +$1.01M 1.65% 12
2016
Q2 		$4.17M Buy
268,270
+268,150
+223,458% +$4.08M 1.42% 22
2016
Q1 		$2K Buy
+120
New +$1.62K ﹤0.01% 301

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

First Personal Financial Services's AVGO Position: Q3 2024 in Review

First Personal Financial Services increased its Broadcom (AVGO) stake by 134% in Q3 2024, buying an estimated $81.8K and bringing the position to 890 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #133.

First Personal Financial Services first reported a position in AVGO in Q1 2016 and has held it in 28 quarters since. The position peaked at $8.65M in Q4 2017. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • First Personal Financial Services held 890 shares of Broadcom worth $154K as of Q3 2024.
  • First Personal Financial Services bought 510 Broadcom shares in Q3 2024, an estimated $81.8K.
  • Broadcom made up 0.03% of First Personal Financial Services's portfolio in Q3 2024, its #133 holding.
  • First Personal Financial Services first reported a position in Broadcom in Q1 2016 and has held it in 28 quarters since.
  • First Personal Financial Services's Broadcom position peaked at $8.65M in Q4 2017.
  • 3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.