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GYL Financial Synergies’s Broadcom AVGO Stock Holding History

GYL Financial Synergies’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 		$13.3M Sell
76,937
-803
-1% -$129K 1% 24
2024
Q2 		$12.5M Sell
77,740
-10,500
-12% -$1.47M 0.96% 25
2024
Q1 		$11.7M Sell
88,240
-1,710
-2% -$212K 0.92% 26
2023
Q4 		$10M Sell
89,950
-3,860
-4% -$365K 0.83% 28
2023
Q3 		$7.79M Buy
93,810
+170
+0.2% +$14.7K 0.76% 34
2023
Q2 		$8.12M Buy
93,640
+76,550
+448% +$5.46M 0.74% 36
2023
Q1 		$1.1M Buy
17,090
+10,650
+165% +$641K 0.13% 122
2022
Q4 		$360K Buy
+6,440
New +$323K 0.08% 162
2022
Q3 		– Sell
-4,190
Closed -$204K – 192
2022
Q2 		$204K Hold
4,190
– – 0.06% 182
2022
Q1 		$264K Sell
4,190
-310
-7% -$18.4K 0.06% 171
2021
Q4 		$299K Sell
4,500
-30
-0.7% -$1.69K 0.08% 167
2021
Q3 		$220K Sell
4,530
-40
-0.9% -$1.95K 0.11% 174
2021
Q2 		$218K Buy
4,570
+70
+2% +$3.24K 0.11% 171
2021
Q1 		$209K Buy
+4,500
New +$208K 0.12% 170

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GYL Financial Synergies's AVGO Position: Q3 2024 in Review

GYL Financial Synergies reduced its Broadcom (AVGO) stake by 1% in Q3 2024, selling an estimated $129K and leaving 76,937 shares worth $13.3M. The position accounts for 1% of the portfolio, ranked #24.

GYL Financial Synergies first reported a position in AVGO in Q1 2021 and has held it in 14 quarters since. 3,417 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • GYL Financial Synergies held 76,937 shares of Broadcom worth $13.3M as of Q3 2024.
  • GYL Financial Synergies sold 803 Broadcom shares in Q3 2024, an estimated $129K.
  • Broadcom made up 1% of GYL Financial Synergies's portfolio in Q3 2024, its #24 holding.
  • GYL Financial Synergies first reported a position in Broadcom in Q1 2021 and has held it in 14 quarters since.
  • 3,417 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.