GA
AVGO icon

Gateway Advisory’s Broadcom AVGO Stock Holding History

Gateway Advisory’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 		$1.07M Sell
6,188
-332
-5% -$53.2K 0.17% 58
2024
Q2 		$1.05M Sell
6,520
-20
-0.3% -$2.8K 0.18% 59
2024
Q1 		$867K Buy
6,540
+310
+5% +$38.4K 0.15% 62
2023
Q4 		$695K Buy
6,230
+3,110
+100% +$294K 0.13% 61
2023
Q3 		$259K Buy
3,120
+370
+13% +$32.1K 0.05% 84
2023
Q2 		$239K Buy
+2,750
New +$196K 0.05% 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

Gateway Advisory's AVGO Position: Q3 2024 in Review

Gateway Advisory reduced its Broadcom (AVGO) stake by 5.1% in Q3 2024, selling an estimated $53.2K and leaving 6,188 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #58.

Gateway Advisory first reported a position in AVGO in Q2 2023 and has held it in 6 quarters since. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Gateway Advisory held 6,188 shares of Broadcom worth $1.07M as of Q3 2024.
  • Gateway Advisory sold 332 Broadcom shares in Q3 2024, an estimated $53.2K.
  • Broadcom made up 0.17% of Gateway Advisory's portfolio in Q3 2024, its #58 holding.
  • Gateway Advisory first reported a position in Broadcom in Q2 2023 and has held it in 6 quarters since.
  • 3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.