ICA Group Wealth Management’s Broadcom AVGO Stock Holding History

ICA Group Wealth Management’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	$406K	Sell	2,530 -10,450	-81%	-$1.46M	0.24%	61
2024 Q1	$1.72M	Buy	12,980 +3,350	+35%	+$415K	0.34%	60
2023 Q4	$1.08M	Buy	9,630 +2,040	+27%	+$193K	0.24%	81
2023 Q3	$630K	Buy	7,590 +440	+6%	+$38.1K	0.18%	114
2023 Q2	$620K	Buy	7,150 +530	+8%	+$37.8K	0.16%	119
2023 Q1	$425K	Buy	6,620 +580	+10%	+$34.9K	0.1%	163
2022 Q4	$338K	Sell	6,040 -3,250	-35%	-$163K	0.08%	194
2022 Q3	$413K	Buy	9,290 +1,990	+27%	+$102K	0.09%	213
2022 Q2	$400K	Buy	7,300 +30	+0.4%	+$1.68K	0.07%	226
2022 Q1	$408K	Buy	+7,270	New	+$432K	0.08%	219

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

ICA Group Wealth Management's AVGO Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Broadcom (AVGO) stake by 81% in Q2 2024, selling an estimated $1.46M and leaving 2,530 shares worth $406K. The position accounts for 0.24% of the portfolio, ranked #61.

ICA Group Wealth Management first reported a position in AVGO in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.72M in Q1 2024. 3,270 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

ICA Group Wealth Management held 2,530 shares of Broadcom worth $406K as of Q2 2024.
ICA Group Wealth Management sold 10,450 Broadcom shares in Q2 2024, an estimated $1.46M.
Broadcom made up 0.24% of ICA Group Wealth Management's portfolio in Q2 2024, its #61 holding.
ICA Group Wealth Management first reported a position in Broadcom in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Broadcom position peaked at $1.72M in Q1 2024.
3,270 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.