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Houlihan Financial Resource Group’s Broadcom AVGO Stock Holding History

Houlihan Financial Resource Group’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
-4,340
Closed -$310K – 101
2023
Q2 		$310K Buy
+4,340
New +$310K 0.01% 116

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
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

Houlihan Financial Resource Group's AVGO Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Broadcom (AVGO) in Q3 2023, closing a stake of 4,340 shares — an estimated $310K sold.

Houlihan Financial Resource Group first reported a position in AVGO in Q2 2023 and held it in 1 quarter. The position peaked at $310K in Q2 2023. 2,458 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Broadcom position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 4,340 Broadcom shares in Q3 2023, an estimated $310K.
  • Houlihan Financial Resource Group first reported a position in Broadcom in Q2 2023 and held it in 1 quarter.
  • Houlihan Financial Resource Group's Broadcom position peaked at $310K in Q2 2023.
  • 2,458 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.