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AVGO icon

HoyleCohen’s Broadcom AVGO Stock Holding History

HoyleCohen’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 		$34.2M Sell
213,260
-12,930
-6% -$1.81M 2.59% 5
2024
Q1 		$30M Sell
226,190
-7,140
-3% -$885K 2.29% 7
2023
Q4 		$26M Sell
233,330
-3,520
-1% -$333K 2.13% 5
2023
Q3 		$19.7M Sell
236,850
-2,830
-1% -$245K 1.82% 11
2023
Q2 		$20.8M Sell
239,680
-5,910
-2% -$421K 1.83% 10
2023
Q1 		$15.8M Buy
245,590
+820
+0.3% +$49.3K 1.47% 15
2022
Q4 		$13.7M Buy
244,770
+1,400
+0.6% +$70.2K 1.36% 17
2022
Q3 		$10.8M Sell
243,370
-250
-0.1% -$12.8K 1.18% 21
2022
Q2 		$11.8M Buy
243,620
+8,520
+4% +$478K 1.23% 21
2022
Q1 		$14.8M Buy
235,100
+3,220
+1% +$191K 1.27% 19
2021
Q4 		$15.4M Buy
231,880
+4,850
+2% +$273K 1.28% 17
2021
Q3 		$11M Sell
227,030
-1,000
-0.4% -$48.6K 1.05% 22
2021
Q2 		$10.9K Buy
228,030
+440
+0.2% +$20.4K 0.85% 25
2021
Q1 		$10.6M Buy
227,590
+340
+0.1% +$15.7K 1.07% 24
2020
Q4 		$9.95M Buy
227,250
+85,760
+61% +$3.34M 1.15% 18
2020
Q3 		$5.16M Buy
141,490
+30
+0% +$1K 0.76% 32
2020
Q2 		$4.46M Buy
141,460
+5,150
+4% +$144K 0.75% 38
2020
Q1 		$3.23M Buy
136,310
+8,300
+6% +$234K 0.64% 45
2019
Q4 		$4.04M Buy
128,010
+2,250
+2% +$68.3K 0.64% 46
2019
Q3 		$3.47M Buy
125,760
+680
+0.5% +$19.3K 0.59% 50
2019
Q2 		$3.6M Buy
125,080
+1,390
+1% +$40.5K 0.63% 47
2019
Q1 		$3.72M Sell
123,690
-1,100
-0.9% -$29.8K 0.66% 45
2018
Q4 		$3.17M Buy
124,790
+4,360
+4% +$103K 0.65% 49
2018
Q3 		$2.97M Buy
120,430
+2,620
+2% +$58.8K 0.56% 50
2018
Q2 		$2.86M Buy
+117,810
New +$2.89M 0.58% 51

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

HoyleCohen's AVGO Position: Q2 2024 in Review

HoyleCohen reduced its Broadcom (AVGO) stake by 5.7% in Q2 2024, selling an estimated $1.81M and leaving 213,260 shares worth $34.2M. The position accounts for 2.59% of the portfolio, ranked #5.

HoyleCohen first reported a position in AVGO in Q2 2018 and has held it in 25 quarters since. 3,270 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

  • HoyleCohen held 213,260 shares of Broadcom worth $34.2M as of Q2 2024.
  • HoyleCohen sold 12,930 Broadcom shares in Q2 2024, an estimated $1.81M.
  • Broadcom made up 2.59% of HoyleCohen's portfolio in Q2 2024, its #5 holding.
  • HoyleCohen first reported a position in Broadcom in Q2 2018 and has held it in 25 quarters since.
  • 3,270 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.