JWM
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Janiczek Wealth Management’s Broadcom AVGO Stock Holding History

Janiczek Wealth 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 		$915K Buy
5,700
+200
+4% +$28K 0.19% 48
2024
Q1 		$730K Buy
5,500
+970
+21% +$120K 0.16% 64
2023
Q4 		$506K Buy
4,530
+480
+12% +$45.5K 0.12% 72
2023
Q3 		$336K Buy
4,050
+2,340
+137% +$203K 0.09% 91
2023
Q2 		$148K Buy
1,710
+240
+16% +$17.1K 0.04% 169
2023
Q1 		$91.1K Sell
1,470
-40
-3% -$2.41K 0.03% 230
2022
Q4 		$87.9K Sell
1,510
-120
-7% -$6.02K 0.02% 238
2022
Q3 		$71K Buy
1,630
+380
+30% +$19.4K 0.02% 258
2022
Q2 		$67K Buy
1,250
+120
+11% +$6.74K 0.02% 264
2022
Q1 		$71K Buy
1,130
+90
+9% +$5.35K 0.02% 253
2021
Q4 		$69K Buy
1,040
+380
+58% +$21.4K 0.02% 251
2021
Q3 		$32K Buy
660
+40
+6% +$1.95K 0.01% 366
2021
Q2 		$30K Sell
620
-170
-22% -$7.88K 0.01% 349
2021
Q1 		$37K Buy
790
+360
+84% +$16.6K 0.01% 283
2020
Q4 		$19K Buy
430
+200
+87% +$7.8K 0.01% 360
2020
Q3 		$8K Buy
230
+150
+188% +$5.02K ﹤0.01% 262
2020
Q2 		$3K Hold
80
– – ﹤0.01% 228
2020
Q1 		$2K Hold
80
– – ﹤0.01% 133
2019
Q4 		$3K Hold
80
– – ﹤0.01% 134
2019
Q3 		$2K Hold
80
– – ﹤0.01% 137
2019
Q2 		$2K Hold
80
– – ﹤0.01% 163
2019
Q1 		$2K Hold
80
– – ﹤0.01% 137
2018
Q4 		$2K Hold
80
– – ﹤0.01% 135
2018
Q3 		$2K Hold
80
– – ﹤0.01% 123
2018
Q2 		$2K Buy
+80
New +$1.96K ﹤0.01% 128

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

Janiczek Wealth Management's AVGO Position: Q2 2024 in Review

Janiczek Wealth Management increased its Broadcom (AVGO) stake by 3.6% in Q2 2024, buying an estimated $28K and bringing the position to 5,700 shares worth $915K. The position accounts for 0.19% of the portfolio, ranked #48.

Janiczek Wealth Management first reported a position in AVGO in Q2 2018 and has held it in 25 quarters since. 3,270 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

  • Janiczek Wealth Management held 5,700 shares of Broadcom worth $915K as of Q2 2024.
  • Janiczek Wealth Management bought 200 Broadcom shares in Q2 2024, an estimated $28K.
  • Broadcom made up 0.19% of Janiczek Wealth Management's portfolio in Q2 2024, its #48 holding.
  • Janiczek Wealth Management first reported a position in Broadcom in Q2 2018 and has held it in 25 quarters since.
  • 3,270 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.