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AVGO icon

Insight Folios’s Broadcom AVGO Stock Holding History

Insight Folios’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
Q3 		$634K Sell
3,676
-134
-4% -$21.5K 0.23% 55
2024
Q2 		$612K Sell
3,810
-60
-2% -$8.41K 0.25% 51
2024
Q1 		$513K Sell
3,870
-20
-0.5% -$2.48K 0.21% 61
2023
Q4 		$434K Hold
3,890
– – 0.19% 63
2023
Q3 		$323K Sell
3,890
-40
-1% -$3.47K 0.16% 76
2023
Q2 		$341K Sell
3,930
-2,310
-37% -$165K 0.14% 79
2023
Q1 		$400K Hold
6,240
– – 0.18% 54
2022
Q4 		$349K Buy
6,240
+130
+2% +$6.52K 0.16% 65
2022
Q3 		$271K Sell
6,110
-2,340
-28% -$120K 0.14% 81
2022
Q2 		$411K Buy
8,450
+170
+2% +$9.54K 0.2% 56
2022
Q1 		$521K Sell
8,280
-180
-2% -$10.7K 0.23% 51
2021
Q4 		$563K Buy
8,460
+550
+7% +$30.9K 0.26% 55
2021
Q3 		$384K Buy
+7,910
New +$385K 0.21% 64

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insight Folios's AVGO Position: Q3 2024 in Review

Insight Folios reduced its Broadcom (AVGO) stake by 3.5% in Q3 2024, selling an estimated $21.5K and leaving 3,676 shares worth $634K. The position accounts for 0.23% of the portfolio, ranked #55.

Insight Folios first reported a position in AVGO in Q3 2021 and has held it in 13 quarters since. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Insight Folios held 3,676 shares of Broadcom worth $634K as of Q3 2024.
  • Insight Folios sold 134 Broadcom shares in Q3 2024, an estimated $21.5K.
  • Broadcom made up 0.23% of Insight Folios's portfolio in Q3 2024, its #55 holding.
  • Insight Folios first reported a position in Broadcom in Q3 2021 and has held it in 13 quarters since.
  • 3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.