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Innovis Asset Management’s Broadcom AVGO Stock Holding History

Innovis Asset 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
2023
Q3 		$1.25M Buy
15,010
+70
+0.5% +$6.07K 0.48% 40
2023
Q2 		$1.3M Sell
14,940
-3,630
-20% -$259K 0.48% 41
2023
Q1 		$1.19M Buy
18,570
+860
+5% +$51.7K 0.48% 43
2022
Q4 		$990K Buy
+17,710
New +$888K 0.45% 41

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Innovis Asset Management's AVGO Position: Q3 2023 in Review

Innovis Asset Management increased its Broadcom (AVGO) stake by 0.47% in Q3 2023, buying an estimated $6.07K and bringing the position to 15,010 shares worth $1.25M. The position accounts for 0.48% of the portfolio, ranked #40.

Innovis Asset Management first reported a position in AVGO in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.3M in Q2 2023. 2,459 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

  • Innovis Asset Management held 15,010 shares of Broadcom worth $1.25M as of Q3 2023.
  • Innovis Asset Management bought 70 Broadcom shares in Q3 2023, an estimated $6.07K.
  • Broadcom made up 0.48% of Innovis Asset Management's portfolio in Q3 2023, its #40 holding.
  • Innovis Asset Management first reported a position in Broadcom in Q4 2022 and has held it in 4 quarters since.
  • Innovis Asset Management's Broadcom position peaked at $1.3M in Q2 2023.
  • 2,459 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Innovis Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.