IWP
AVGO icon

Icon Wealth Partners’s Broadcom AVGO Stock Holding History

Icon Wealth Partners’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 		$6.16M Sell
74,140
-15,170
-17% -$1.31M 0.7% 26
2023
Q2 		$7.75M Sell
89,310
-25,360
-22% -$1.81M 0.82% 23
2023
Q1 		$7.36M Buy
+114,670
New +$6.9M 0.8% 23
2022
Q2 		$6.6M Buy
135,830
+1,900
+1% +$107K 0.79% 23
2022
Q1 		$8.43M Buy
133,930
+11,830
+10% +$703K 0.84% 20
2021
Q4 		$8.12M Sell
122,100
-2,070
-2% -$116K 0.81% 28
2021
Q3 		$6.02M Buy
124,170
+930
+0.8% +$45.2K 0.64% 37
2021
Q2 		$5.88M Buy
123,240
+10,400
+9% +$482K 0.63% 39
2021
Q1 		$5.23M Buy
112,840
+15,090
+15% +$698K 0.66% 36
2020
Q4 		$4.28M Buy
97,750
+8,520
+10% +$332K 0.68% 36
2020
Q3 		$3.25M Buy
89,230
+46,610
+109% +$1.56M 0.63% 44
2020
Q2 		$1.34M Buy
42,620
+21,950
+106% +$614K 0.33% 60
2020
Q1 		$490K Buy
20,670
+2,120
+11% +$59.7K 0.19% 61
2019
Q4 		$586K Buy
18,550
+1,550
+9% +$47.1K 0.19% 64
2019
Q3 		$469K Sell
17,000
-760
-4% -$21.6K 0.16% 72
2019
Q2 		$511K Buy
17,760
+5,730
+48% +$167K 0.18% 64
2019
Q1 		$362K Sell
12,030
-1,060
-8% -$28.7K 0.14% 93
2018
Q4 		$333K Sell
13,090
-1,210
-8% -$28.6K 0.16% 92
2018
Q3 		$353K Buy
14,300
+50
+0.4% +$1.12K 0.15% 111
2018
Q2 		$346K Buy
14,250
+20
+0.1% +$490 0.15% 106
2018
Q1 		$335K Sell
14,230
-770
-5% -$19.4K 0.18% 117
2017
Q4 		$385K Buy
+15,000
New +$390K 0.19% 115

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

Icon Wealth Partners's AVGO Position: Q3 2023 in Review

Icon Wealth Partners reduced its Broadcom (AVGO) stake by 17% in Q3 2023, selling an estimated $1.31M and leaving 74,140 shares worth $6.16M. The position accounts for 0.7% of the portfolio, ranked #26.

Icon Wealth Partners first reported a position in AVGO in Q4 2017 and has held it in 22 quarters since. The position peaked at $8.43M in Q1 2022. 2,457 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

  • Icon Wealth Partners held 74,140 shares of Broadcom worth $6.16M as of Q3 2023.
  • Icon Wealth Partners sold 15,170 Broadcom shares in Q3 2023, an estimated $1.31M.
  • Broadcom made up 0.7% of Icon Wealth Partners's portfolio in Q3 2023, its #26 holding.
  • Icon Wealth Partners first reported a position in Broadcom in Q4 2017 and has held it in 22 quarters since.
  • Icon Wealth Partners's Broadcom position peaked at $8.43M in Q1 2022.
  • 2,457 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.