JDR
AVGO icon

Jay D. Rosenbaum’s Broadcom AVGO Stock Holding History

Jay D. Rosenbaum’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 		$264K Sell
1,530
-1,690
-52% -$271K 3.94% 4
2024
Q2 		$517K Buy
3,220
+970
+43% +$136K 2.93% 9
2024
Q1 		$298K Sell
2,250
-4,810
-68% -$596K 1.69% 15
2023
Q4 		$788K Buy
+7,060
New +$668K 2.04% 11

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

Jay D. Rosenbaum's AVGO Position: Q3 2024 in Review

Jay D. Rosenbaum reduced its Broadcom (AVGO) stake by 52% in Q3 2024, selling an estimated $271K and leaving 1,530 shares worth $264K. The position accounts for 3.94% of the portfolio, ranked #4.

Jay D. Rosenbaum first reported a position in AVGO in Q4 2023 and has held it in 4 quarters since. The position peaked at $788K in Q4 2023. 3,409 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Jay D. Rosenbaum held 1,530 shares of Broadcom worth $264K as of Q3 2024.
  • Jay D. Rosenbaum sold 1,690 Broadcom shares in Q3 2024, an estimated $271K.
  • Broadcom made up 3.94% of Jay D. Rosenbaum's portfolio in Q3 2024, its #4 holding.
  • Jay D. Rosenbaum first reported a position in Broadcom in Q4 2023 and has held it in 4 quarters since.
  • Jay D. Rosenbaum's Broadcom position peaked at $788K in Q4 2023.
  • 3,409 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Jay D. Rosenbaum's 13F filing for Q3 2024, filed 7 Nov 2024.