KFS
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Kelly Financial Services’s Broadcom AVGO Stock Holding History

Kelly Financial Services’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 		– Sell
-160
Closed -$25.6K – 157
2024
Q2 		$25.6K Hold
160
– – 0.01% 298
2024
Q1 		$21K Hold
160
– – 0.01% 319
2023
Q4 		$17.7K Hold
160
– – 0.01% 324
2023
Q3 		$13.1K Buy
160
+20
+14% +$1.73K 0.01% 336
2023
Q2 		$11.9K Hold
140
– – 0.01% 338
2023
Q1 		$8.76K Sell
140
-50
-26% -$3.01K ﹤0.01% 369
2022
Q4 		$10.4K Buy
190
+10
+6% +$501 0.01% 327
2022
Q3 		$8.19K Hold
180
– – ﹤0.01% 343
2022
Q2 		$8.9K Buy
180
+10
+6% +$561 ﹤0.01% 335
2022
Q1 		$10.8K Hold
170
– – ﹤0.01% 332
2021
Q4 		$11.4K Buy
170
+50
+42% +$2.81K 0.01% 325
2021
Q3 		$5.85K Sell
120
-57,010
-100% -$2.77M ﹤0.01% 398
2021
Q2 		$12K Buy
57,130
+57,010
+47,508% +$2.64M ﹤0.01% 571
2021
Q1 		$5.51K Hold
120
– – ﹤0.01% 387
2020
Q4 		$5.17K Hold
120
– – ﹤0.01% 360
2020
Q3 		$4.26K Hold
120
– – ﹤0.01% 352
2020
Q2 		$3.66K Buy
120
+10
+9% +$280 ﹤0.01% 371
2020
Q1 		$2.72K Hold
110
– – ﹤0.01% 361
2019
Q4 		$3.58K Hold
110
– – ﹤0.01% 348
2019
Q3 		$3.06K Hold
110
– – ﹤0.01% 352
2019
Q2 		$3.17K Buy
+110
New +$3.21K ﹤0.01% 340

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

Kelly Financial Services's AVGO Position: Q3 2024 in Review

Kelly Financial Services sold out of Broadcom (AVGO) in Q3 2024, closing a stake of 160 shares — an estimated $25.6K sold.

Kelly Financial Services first reported a position in AVGO in Q2 2019 and held it in 21 quarters. The position peaked at $25.6K in Q2 2024. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Kelly Financial Services reported no remaining Broadcom position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 160 Broadcom shares in Q3 2024, an estimated $25.6K.
  • Kelly Financial Services first reported a position in Broadcom in Q2 2019 and held it in 21 quarters.
  • Kelly Financial Services's Broadcom position peaked at $25.6K in Q2 2024.
  • 3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.