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Halpern Financial’s Broadcom AVGO Stock Holding History

Halpern Financial’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 		$4.1K Buy
+24
New +$3.85K ﹤0.01% 190
2022
Q4 		– Sell
-130
Closed -$5.77K – 202
2022
Q3 		$5.77K Buy
+130
New +$6.64K ﹤0.01% 158
2022
Q1 		– Sell
-40
Closed -$2.66K – 227
2021
Q4 		$2.66K Hold
40
– – ﹤0.01% 220
2021
Q3 		$1.94K Buy
+40
New +$1.95K ﹤0.01% 237
2020
Q3 		– Sell
-60
Closed -$1.89K – 208
2020
Q2 		$1.89K Buy
+60
New +$1.68K ﹤0.01% 152

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

Halpern Financial's AVGO Position: Q3 2024 in Review

Halpern Financial opened a new position in Broadcom (AVGO) in Q3 2024: 24 shares worth $4.1K. The stake represents ﹤0.01% of the portfolio and ranks #190 among its holdings. This is a return to the name: Halpern Financial previously reported a position in AVGO as recently as Q3 2022.

Halpern Financial first reported a position in AVGO in Q2 2020 and has held it in 5 quarters since. The position peaked at $5.77K in Q3 2022. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Halpern Financial held 24 shares of Broadcom worth $4.1K as of Q3 2024.
  • Broadcom was a new Halpern Financial position in Q3 2024.
  • Broadcom made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #190 holding.
  • Halpern Financial first reported a position in Broadcom in Q2 2020 and has held it in 5 quarters since.
  • Halpern Financial's Broadcom position peaked at $5.77K in Q3 2022.
  • 3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.