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KLR Investment Advisors’s Broadcom AVGO Stock Holding History

KLR Investment Advisors’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
Q1 		$365K Sell
2,980
-10
-0.3% -$1.24K 0.26% 109
2023
Q4 		$334K Sell
2,990
-200
-6% -$18.9K 0.24% 130
2023
Q3 		$205K Sell
3,190
-260
-8% -$22.5K 0.19% 168
2023
Q2 		$299K Buy
3,450
+260
+8% +$18.5K 0.25% 136
2023
Q1 		$205K Buy
+3,190
New +$192K 0.18% 168

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

KLR Investment Advisors's AVGO Position: Q1 2024 in Review

KLR Investment Advisors reduced its Broadcom (AVGO) stake by 0.33% in Q1 2024, selling an estimated $1.24K and leaving 2,980 shares worth $365K. The position accounts for 0.26% of the portfolio, ranked #109.

KLR Investment Advisors first reported a position in AVGO in Q1 2023 and has held it in 5 quarters since. 3,065 funds tracked by Wall St. Rank hold AVGO as of Q1 2024.

  • KLR Investment Advisors held 2,980 shares of Broadcom worth $365K as of Q1 2024.
  • KLR Investment Advisors sold 10 Broadcom shares in Q1 2024, an estimated $1.24K.
  • Broadcom made up 0.26% of KLR Investment Advisors's portfolio in Q1 2024, its #109 holding.
  • KLR Investment Advisors first reported a position in Broadcom in Q1 2023 and has held it in 5 quarters since.
  • 3,065 funds tracked by Wall St. Rank held Broadcom as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.