Heritage Wealth Management (Arizona)’s Broadcom AVGO Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$2.3M	Sell	14,310 -3,770	-21%	-$528K	1.27%	14
2024 Q1	$2.4M	Sell	18,080 -3,330	-16%	-$413K	1.22%	14
2023 Q4	$2.39M	Buy	+21,410	New	+$2.03M	1.3%	13
2022 Q4	$5.9M	Buy	105,490 +57,550	+120%	+$2.89M	0.84%	18
2022 Q3	$2.13M	Buy	47,940 +1,000	+2%	+$51.1K	0.68%	26
2022 Q2	$2.28M	Sell	46,940 -1,260	-3%	-$70.7K	0.76%	23
2022 Q1	$3.04M	Buy	+48,200	New	+$2.86M	0.82%	19
2021 Q3	$1.56M	Buy	32,090 +4,490	+16%	+$218K	0.55%	35
2021 Q2	$1.32M	Buy	27,600 +1,080	+4%	+$50K	0.5%	41
2021 Q1	$1.23M	Buy	+26,520	New	+$1.23M	0.69%	35

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AVGO Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Broadcom (AVGO) stake by 21% in Q2 2024, selling an estimated $528K and leaving 14,310 shares worth $2.3M. The position accounts for 1.27% of the portfolio, ranked #14.

Heritage Wealth Management (Arizona) first reported a position in AVGO in Q1 2021 and has held it in 10 quarters since. The position peaked at $5.9M in Q4 2022. 3,279 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

Heritage Wealth Management (Arizona) held 14,310 shares of Broadcom worth $2.3M as of Q2 2024.
Heritage Wealth Management (Arizona) sold 3,770 Broadcom shares in Q2 2024, an estimated $528K.
Broadcom made up 1.27% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #14 holding.
Heritage Wealth Management (Arizona) first reported a position in Broadcom in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Broadcom position peaked at $5.9M in Q4 2022.
3,279 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.