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Harvest Volatility Management’s Broadcom AVGO Stock Holding History

Harvest Volatility 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
2023
Q3 		– Sell
-128,430
Closed -$11.1M – 20
2023
Q2 		$11.1M Sell
128,430
-21,350
-14% -$1.52M 2.23% 9
2023
Q1 		$9.49M Sell
149,780
-21,090
-12% -$1.27M 1.91% 9
2022
Q4 		$9.55M Sell
170,870
-43,940
-20% -$2.2M 1.93% 10
2022
Q3 		$9.67M Sell
214,810
-7,250
-3% -$370K 1.67% 11
2022
Q2 		$10.8M Sell
222,060
-30,420
-12% -$1.71M 1.74% 11
2022
Q1 		$15.9M Buy
252,480
+252,230
+100,892% +$15M 1.8% 9
2021
Q4 		$16.7K Sell
250
-188,980
-100% -$10.6M ﹤0.01% 23
2021
Q3 		$9.18M Buy
189,230
+71,940
+61% +$3.5M 0.43% 22
2021
Q2 		$5.59M Buy
117,290
+28,640
+32% +$1.33M 0.45% 26
2021
Q1 		$4.11M Buy
88,650
+34,360
+63% +$1.59M 0.38% 26
2020
Q4 		$2.38M Buy
+54,290
New +$2.12M 0.28% 24

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Harvest Volatility Management's AVGO Position: Q3 2023 in Review

Harvest Volatility Management sold out of Broadcom (AVGO) in Q3 2023, closing a stake of 128,430 shares — an estimated $11.1M sold.

Harvest Volatility Management first reported a position in AVGO in Q4 2020 and held it in 11 quarters. The position peaked at $15.9M in Q1 2022. 2,459 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

  • Harvest Volatility Management reported no remaining Broadcom position as of Q3 2023 after selling out during the quarter.
  • Harvest Volatility Management sold 128,430 Broadcom shares in Q3 2023, an estimated $11.1M.
  • Harvest Volatility Management first reported a position in Broadcom in Q4 2020 and held it in 11 quarters.
  • Harvest Volatility Management's Broadcom position peaked at $15.9M in Q1 2022.
  • 2,459 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Harvest Volatility Management's 13F filing for Q3 2023, filed 7 Nov 2023.