Industrial Alliance Investment Management’s Broadcom AVGO Stock Holding History

Industrial Alliance Investment 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 Q4	–	Sell	-1,395	Closed	-$241K	–	8
2024 Q3	$241K	Sell	1,395 -195	-12%	-$31.3K	0.12%	11
2024 Q2	$255K	Buy	+1,590	New	+$223K	0.14%	10
2023 Q3	–	Sell	-8,390	Closed	-$728K	–	25
2023 Q2	$728K	Sell	8,390 -1,212,150	-99%	-$86.4M	0.38%	15
2023 Q1	$78.3M	Buy	1,220,540 +73,410	+6%	+$4.42M	2.18%	6
2022 Q4	$64.1M	Sell	1,147,130 -57,440	-5%	-$2.88M	1.78%	12
2022 Q3	$53.5M	Buy	1,204,570 +157,000	+15%	+$8.02M	1.57%	12
2022 Q2	$50.9M	Sell	1,047,570 -33,060	-3%	-$1.86M	1.45%	13
2022 Q1	$68M	Sell	1,080,630 -25,570	-2%	-$1.52M	1.61%	13
2021 Q4	$73.6M	Buy	+1,106,200	New	+$62.2M	1.7%	14

Other funds holding AVGO

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Industrial Alliance Investment Management's AVGO Position: Q4 2024 in Review

Industrial Alliance Investment Management sold out of Broadcom (AVGO) in Q4 2024, closing a stake of 1,395 shares — an estimated $241K sold.

Industrial Alliance Investment Management first reported a position in AVGO in Q4 2021 and held it in 9 quarters. The position peaked at $78.3M in Q1 2023. 3,917 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

Industrial Alliance Investment Management reported no remaining Broadcom position as of Q4 2024 after selling out during the quarter.
Industrial Alliance Investment Management sold 1,395 Broadcom shares in Q4 2024, an estimated $241K.
Industrial Alliance Investment Management first reported a position in Broadcom in Q4 2021 and held it in 9 quarters.
Industrial Alliance Investment Management's Broadcom position peaked at $78.3M in Q1 2023.
3,917 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Industrial Alliance Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.