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Institutional & Family Asset Management’s Broadcom AVGO Stock Holding History

Institutional & Family 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
2024
Q2 		$2M Sell
12,470
-6,870
-36% -$963K 0.31% 80
2024
Q1 		$2.56M Sell
19,340
-3,170
-14% -$393K 0.41% 70
2023
Q4 		$2.51M Buy
22,510
+9,140
+68% +$865K 0.41% 66
2023
Q3 		$1.11M Sell
13,370
-360
-3% -$31.2K 0.18% 90
2023
Q2 		$1.19M Sell
13,730
-5,620
-29% -$401K 0.19% 88
2023
Q1 		$1.24M Buy
19,350
+630
+3% +$37.9K 0.2% 86
2022
Q4 		$1.05M Sell
18,720
-150
-0.8% -$7.52K 0.17% 88
2022
Q3 		$838K Buy
18,870
+2,820
+18% +$144K 0.15% 90
2022
Q2 		$780K Buy
16,050
+480
+3% +$26.9K 0.13% 94
2022
Q1 		$980K Sell
15,570
-1,310
-8% -$77.8K 0.15% 98
2021
Q4 		$1.12M Sell
16,880
-4,710
-22% -$265K 0.17% 90
2021
Q3 		$1.05M Buy
21,590
+1,120
+5% +$54.5K 0.17% 95
2021
Q2 		$976K Buy
20,470
+2,190
+12% +$101K 0.16% 98
2021
Q1 		$848K Buy
18,280
+12,090
+195% +$559K 0.16% 94
2020
Q4 		$271K Sell
6,190
-240
-4% -$9.36K 0.06% 153
2020
Q3 		$234K Sell
6,430
-260
-4% -$8.71K 0.05% 150
2020
Q2 		$211K Sell
6,690
-150
-2% -$4.2K 0.04% 168
2020
Q1 		$162K Buy
6,840
+360
+6% +$10.1K 0.04% 166
2019
Q4 		$205K Sell
6,480
-170
-3% -$5.16K 0.04% 165
2019
Q3 		$184K Sell
6,650
-570
-8% -$16.2K 0.04% 163
2019
Q2 		$208K Buy
7,220
+1,040
+17% +$30.3K 0.05% 163
2019
Q1 		$186K Sell
6,180
-1,500
-20% -$40.7K 0.04% 178
2018
Q4 		$195K Sell
7,680
-90
-1% -$2.12K 0.04% 166
2018
Q3 		$192K Buy
7,770
+4,420
+132% +$99.1K 0.04% 189
2018
Q2 		$81K Sell
3,350
-110
-3% -$2.7K 0.02% 302
2018
Q1 		$82K Buy
+3,460
New +$87.1K 0.02% 276

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's AVGO Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Broadcom (AVGO) stake by 36% in Q2 2024, selling an estimated $963K and leaving 12,470 shares worth $2M. The position accounts for 0.31% of the portfolio, ranked #80.

Institutional & Family Asset Management first reported a position in AVGO in Q1 2018 and has held it in 26 quarters since. The position peaked at $2.56M in Q1 2024. 3,270 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

  • Institutional & Family Asset Management held 12,470 shares of Broadcom worth $2M as of Q2 2024.
  • Institutional & Family Asset Management sold 6,870 Broadcom shares in Q2 2024, an estimated $963K.
  • Broadcom made up 0.31% of Institutional & Family Asset Management's portfolio in Q2 2024, its #80 holding.
  • Institutional & Family Asset Management first reported a position in Broadcom in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Broadcom position peaked at $2.56M in Q1 2024.
  • 3,270 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.