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Gunn & Company Investment Management’s Broadcom AVGO Stock Holding History

Gunn & Company Investment 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
Q3 		$260K Sell
1,505
-2,645
-64% -$424K 0.18% 54
2024
Q2 		$667K Buy
4,150
+1,940
+88% +$272K 0.04% 80
2024
Q1 		$293K Sell
2,210
-740
-25% -$91.7K 0.22% 51
2023
Q4 		$329K Buy
+2,950
New +$279K 0.02% 100

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

Gunn & Company Investment Management's AVGO Position: Q3 2024 in Review

Gunn & Company Investment Management reduced its Broadcom (AVGO) stake by 64% in Q3 2024, selling an estimated $424K and leaving 1,505 shares worth $260K. The position accounts for 0.18% of the portfolio, ranked #54.

Gunn & Company Investment Management first reported a position in AVGO in Q4 2023 and has held it in 4 quarters since. The position peaked at $667K in Q2 2024. 3,409 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Gunn & Company Investment Management held 1,505 shares of Broadcom worth $260K as of Q3 2024.
  • Gunn & Company Investment Management sold 2,645 Broadcom shares in Q3 2024, an estimated $424K.
  • Broadcom made up 0.18% of Gunn & Company Investment Management's portfolio in Q3 2024, its #54 holding.
  • Gunn & Company Investment Management first reported a position in Broadcom in Q4 2023 and has held it in 4 quarters since.
  • Gunn & Company Investment Management's Broadcom position peaked at $667K in Q2 2024.
  • 3,409 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.