KWM
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Kolinsky Wealth Management’s Broadcom AVGO Stock Holding History

Kolinsky Wealth Management’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 		$1.19M Sell
5,153
-3
-0.1% -$555 0.73% 19
2024
Q3 		$889K Buy
5,156
+226
+5% +$36.2K 0.58% 30
2024
Q2 		$792K Buy
4,930
+560
+13% +$78.5K 0.57% 30
2024
Q1 		$579K Sell
4,370
-50
-1% -$6.2K 0.44% 51
2023
Q4 		$493K Sell
4,420
-370
-8% -$35K 0.43% 53
2023
Q3 		$398K Buy
4,790
+180
+4% +$15.6K 0.4% 62
2023
Q2 		$398K Buy
4,610
+290
+7% +$20.7K 0.38% 68
2023
Q1 		$277K Buy
4,320
+40
+0.9% +$2.41K 0.29% 86
2022
Q4 		$239K Buy
+4,280
New +$215K 0.27% 102
2022
Q3 		– Sell
-4,180
Closed -$203K – 120
2022
Q2 		$203K Sell
4,180
-90
-2% -$5.05K 0.24% 113
2022
Q1 		$269K Buy
4,270
+160
+4% +$9.5K 0.26% 97
2021
Q4 		$273K Buy
+4,110
New +$231K 0.25% 104

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kolinsky Wealth Management's AVGO Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Broadcom (AVGO) stake by 0.06% in Q4 2024, selling an estimated $555 and leaving 5,153 shares worth $1.19M. The position accounts for 0.73% of the portfolio, ranked #19.

Kolinsky Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 12 quarters since. 3,921 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Kolinsky Wealth Management held 5,153 shares of Broadcom worth $1.19M as of Q4 2024.
  • Kolinsky Wealth Management sold 3 Broadcom shares in Q4 2024, an estimated $555.
  • Broadcom made up 0.73% of Kolinsky Wealth Management's portfolio in Q4 2024, its #19 holding.
  • Kolinsky Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 12 quarters since.
  • 3,921 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.