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Hel Ved Capital Management’s Broadcom AVGO Stock Holding History

Hel Ved Capital 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
2024
Q3 		– Sell
-18,570
Closed -$2.98M – 54
2024
Q2 		$2.98M Sell
18,570
-102,130
-85% -$14.3M 0.81% 34
2024
Q1 		$16M Buy
+120,700
New +$15M 3.96% 6

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

Hel Ved Capital Management's AVGO Position: Q3 2024 in Review

Hel Ved Capital Management sold out of Broadcom (AVGO) in Q3 2024, closing a stake of 18,570 shares — an estimated $2.98M sold.

Hel Ved Capital Management first reported a position in AVGO in Q1 2024 and held it in 2 quarters. The position peaked at $16M in Q1 2024. 3,409 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Hel Ved Capital Management reported no remaining Broadcom position as of Q3 2024 after selling out during the quarter.
  • Hel Ved Capital Management sold 18,570 Broadcom shares in Q3 2024, an estimated $2.98M.
  • Hel Ved Capital Management first reported a position in Broadcom in Q1 2024 and held it in 2 quarters.
  • Hel Ved Capital Management's Broadcom position peaked at $16M in Q1 2024.
  • 3,409 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Hel Ved Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.