HVM
AVGO icon

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
+1,460
+0.6% +$86.7K 1.8% 9
2021
Q4 		$16.7K Buy
251,020
+61,790
+33% +$3.47M ﹤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 $5.7T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return