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Hennessy Advisors Inc’s Broadcom AVGO Stock Holding History

Hennessy Advisors Inc’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
Q1 		– Sell
-1,370
Closed -$153K – 291
2023
Q4 		$153K Buy
+1,370
New +$130K 0.01% 287
2018
Q1 		– Sell
-20,400
Closed -$524K – 352
2017
Q4 		$524K Buy
+20,400
New +$530K 0.02% 315

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hennessy Advisors Inc's AVGO Position: Q1 2024 in Review

Hennessy Advisors Inc sold out of Broadcom (AVGO) in Q1 2024, closing a stake of 1,370 shares — an estimated $153K sold.

Hennessy Advisors Inc first reported a position in AVGO in Q4 2017 and held it in 2 quarters. The position peaked at $524K in Q4 2017. 3,066 funds tracked by Wall St. Rank hold AVGO as of Q1 2024.

  • Hennessy Advisors Inc reported no remaining Broadcom position as of Q1 2024 after selling out during the quarter.
  • Hennessy Advisors Inc sold 1,370 Broadcom shares in Q1 2024, an estimated $153K.
  • Hennessy Advisors Inc first reported a position in Broadcom in Q4 2017 and held it in 2 quarters.
  • Hennessy Advisors Inc's Broadcom position peaked at $524K in Q4 2017.
  • 3,066 funds tracked by Wall St. Rank held Broadcom as of Q1 2024.

Based on Hennessy Advisors Inc's 13F filing for Q1 2024, filed 16 Apr 2024.