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AVGO icon

Geller Advisors’s Broadcom AVGO Stock Holding History

Geller 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
Q4 		$2.89M Sell
12,458
-5,724
-31% -$1.06M 0.19% 33
2024
Q3 		$3.14M Buy
18,182
+502
+3% +$80.5K 0.22% 32
2024
Q2 		$2.84M Buy
17,680
+1,650
+10% +$231K 0.21% 32
2024
Q1 		$2.12M Buy
16,030
+380
+2% +$47.1K 0.17% 38
2023
Q4 		$1.75M Buy
15,650
+900
+6% +$85.2K 0.17% 36
2023
Q3 		$1.23M Sell
14,750
-13,050
-47% -$1.13M 0.14% 42
2023
Q2 		$2.41M Buy
27,800
+12,820
+86% +$914K 0.3% 24
2023
Q1 		$961K Sell
14,980
-2,640
-15% -$159K 0.14% 33
2022
Q4 		$985K Buy
17,620
+100
+0.6% +$5.01K 0.17% 29
2022
Q3 		$778K Buy
17,520
+150
+0.9% +$7.66K 0.17% 27
2022
Q2 		$844K Sell
17,370
-100
-0.6% -$5.61K 0.18% 30
2022
Q1 		$1.1M Sell
17,470
-250
-1% -$14.8K 0.2% 27
2021
Q4 		$1.18M Buy
17,720
+80
+0.5% +$4.5K 0.23% 26
2021
Q3 		$855K Buy
17,640
+5,370
+44% +$261K 0.19% 29
2021
Q2 		$585K Sell
12,270
-20
-0.2% -$927 0.13% 44
2021
Q1 		$570K Buy
12,290
+8,210
+201% +$380K 0.13% 41
2020
Q4 		$503K Buy
+4,080
New +$159K 0.13% 43

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geller Advisors's AVGO Position: Q4 2024 in Review

Geller Advisors reduced its Broadcom (AVGO) stake by 31% in Q4 2024, selling an estimated $1.06M and leaving 12,458 shares worth $2.89M. The position accounts for 0.19% of the portfolio, ranked #33.

Geller Advisors first reported a position in AVGO in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.14M in Q3 2024. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Geller Advisors held 12,458 shares of Broadcom worth $2.89M as of Q4 2024.
  • Geller Advisors sold 5,724 Broadcom shares in Q4 2024, an estimated $1.06M.
  • Broadcom made up 0.19% of Geller Advisors's portfolio in Q4 2024, its #33 holding.
  • Geller Advisors first reported a position in Broadcom in Q4 2020 and has held it in 17 quarters since.
  • Geller Advisors's Broadcom position peaked at $3.14M in Q3 2024.
  • 3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.