Householder Group Estate & Retirement Specialist’s Broadcom AVGO Stock Holding History

Householder Group Estate & Retirement Specialist’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	$373K	Sell	1,609 -6,138	-79%	-$1.14M	0.28%	56
2024 Q3	$1.34M	Buy	7,747 +357	+5%	+$57.2K	0.39%	51
2024 Q2	$1.19M	Buy	7,390 +1,530	+26%	+$214K	0.33%	67
2024 Q1	$777K	Sell	5,860 -680	-10%	-$84.3K	0.23%	92
2023 Q4	$730K	Buy	6,540 +980	+18%	+$92.8K	0.24%	85
2023 Q3	$462K	Buy	+5,560	New	+$482K	0.17%	111
2023 Q1	$187K	Buy	2,910 +410	+16%	+$24.7K	0.07%	205
2022 Q4	$139K	Sell	2,500 -170	-6%	-$8.52K	0.21%	56
2022 Q3	$118K	Buy	+2,670	New	+$136K	0.05%	242

Other funds holding AVGO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AVGO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Broadcom (AVGO) stake by 79% in Q4 2024, selling an estimated $1.14M and leaving 1,609 shares worth $373K. The position accounts for 0.28% of the portfolio, ranked #56.

Householder Group Estate & Retirement Specialist first reported a position in AVGO in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.34M in Q3 2024. 3,914 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,609 shares of Broadcom worth $373K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 6,138 Broadcom shares in Q4 2024, an estimated $1.14M.
Broadcom made up 0.28% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #56 holding.
Householder Group Estate & Retirement Specialist first reported a position in Broadcom in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Broadcom position peaked at $1.34M in Q3 2024.
3,914 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.