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HBC Financial Services’s Broadcom AVGO Stock Holding History

HBC Financial Services’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
Q4 		$144K Hold
621
– – 0.09% 39
2024
Q3 		$109K Sell
621
-5,579
-90% -$894K 0.07% 44
2024
Q2 		$93K Buy
6,200
+5,600
+933% +$785K 0.06% 51
2024
Q1 		$74K Hold
600
– – 0.05% 54
2023
Q4 		$66K Buy
600
+50
+9% +$4.73K 0.04% 55
2023
Q3 		$45K Hold
550
– – 0.03% 62
2023
Q2 		$49K Sell
550
-350
-39% -$25K 0.03% 65
2023
Q1 		$56K Sell
900
-100
-10% -$6.02K 0.04% 63
2022
Q4 		$56K Buy
1,000
+100
+11% +$5.01K 0.04% 59
2022
Q3 		$39K Buy
900
+150
+20% +$7.66K 0.03% 67
2022
Q2 		$37K Buy
750
+100
+15% +$5.61K 0.03% 73
2022
Q1 		$36K Hold
650
– – 0.03% 70
2021
Q4 		$43K Hold
650
– – 0.03% 68
2021
Q3 		$32K Hold
650
– – 0.02% 67
2021
Q2 		$30K Sell
650
-150
-19% -$6.95K 0.02% 91
2021
Q1 		$38.4K Sell
800
-300
-27% -$13.9K 0.03% 79
2020
Q4 		$49K Sell
1,100
-100
-8% -$3.9K 0.04% 65
2020
Q3 		$45K Buy
1,200
+700
+140% +$23.4K 0.04% 63
2020
Q2 		$16K Buy
+500
New +$14K 0.01% 95

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HBC Financial Services's AVGO Position: Q4 2024 in Review

HBC Financial Services held its Broadcom (AVGO) position steady in Q4 2024 at 621 shares worth $144K. The position accounts for 0.09% of the portfolio, ranked #39.

HBC Financial Services first reported a position in AVGO in Q2 2020 and has held it in 19 quarters since. 3,921 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • HBC Financial Services held 621 shares of Broadcom worth $144K as of Q4 2024.
  • HBC Financial Services left its Broadcom share count unchanged in Q4 2024.
  • Broadcom made up 0.09% of HBC Financial Services's portfolio in Q4 2024, its #39 holding.
  • HBC Financial Services first reported a position in Broadcom in Q2 2020 and has held it in 19 quarters since.
  • 3,921 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.