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Kades & Cheifetz’s Broadcom AVGO Stock Holding History

Kades & Cheifetz’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
Q4 		$1.54M Buy
6,623
+51
+0.8% +$9.43K 0.79% 38
2024
Q3 		$1.13M Buy
6,572
+22
+0.3% +$3.53K 0.65% 36
2024
Q2 		$1.05M Buy
6,550
+80
+1% +$11.2K 0.66% 35
2024
Q1 		$857K Buy
6,470
+30
+0.5% +$3.72K 0.55% 44
2023
Q4 		$718K Buy
6,440
+40
+0.6% +$3.79K 0.51% 45
2023
Q3 		$532K Buy
6,400
+110
+2% +$9.54K 0.42% 48
2023
Q2 		$546K Hold
6,290
– – 0.42% 48
2023
Q1 		$404K Hold
6,290
– – 0.32% 57
2022
Q4 		$352K Buy
+6,290
New +$315K 0.29% 60

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Kades & Cheifetz's AVGO Position: Q4 2024 in Review

Kades & Cheifetz increased its Broadcom (AVGO) stake by 0.78% in Q4 2024, buying an estimated $9.43K and bringing the position to 6,623 shares worth $1.54M. The position accounts for 0.79% of the portfolio, ranked #38.

Kades & Cheifetz first reported a position in AVGO in Q4 2022 and has held it in 9 quarters since. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Kades & Cheifetz held 6,623 shares of Broadcom worth $1.54M as of Q4 2024.
  • Kades & Cheifetz bought 51 Broadcom shares in Q4 2024, an estimated $9.43K.
  • Broadcom made up 0.79% of Kades & Cheifetz's portfolio in Q4 2024, its #38 holding.
  • Kades & Cheifetz first reported a position in Broadcom in Q4 2022 and has held it in 9 quarters since.
  • 3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.