GWM
AVGO icon

Gray Wealth Management’s Broadcom AVGO Stock Holding History

Gray Wealth 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 		$336K Buy
1,449
+15
+1% +$2.77K 0.13% 96
2024
Q3 		$247K Buy
+1,434
New +$230K 0.1% 113

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

Gray Wealth Management's AVGO Position: Q4 2024 in Review

Gray Wealth Management increased its Broadcom (AVGO) stake by 1% in Q4 2024, buying an estimated $2.77K and bringing the position to 1,449 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #96.

Gray Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 2 quarters since. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Gray Wealth Management held 1,449 shares of Broadcom worth $336K as of Q4 2024.
  • Gray Wealth Management bought 15 Broadcom shares in Q4 2024, an estimated $2.77K.
  • Broadcom made up 0.13% of Gray Wealth Management's portfolio in Q4 2024, its #96 holding.
  • Gray Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 2 quarters since.
  • 3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.