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Kiely Wealth Advisory Group’s Broadcom AVGO Stock Holding History

Kiely Wealth Advisory Group’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 		$18.8K Hold
80
– – 0.01% 165
2024
Q3 		$14K Sell
80
-720
-90% -$115K 0.01% 180
2024
Q2 		$11.5K Buy
+800
New +$112K 0.01% 176

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

Kiely Wealth Advisory Group's AVGO Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Broadcom (AVGO) position steady in Q4 2024 at 80 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #165.

Kiely Wealth Advisory Group first reported a position in AVGO in Q2 2024 and has held it in 3 quarters since. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Kiely Wealth Advisory Group held 80 shares of Broadcom worth $18.8K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Broadcom share count unchanged in Q4 2024.
  • Broadcom made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #165 holding.
  • Kiely Wealth Advisory Group first reported a position in Broadcom in Q2 2024 and has held it in 3 quarters since.
  • 3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.