KIG
AVGO icon

Kowal Investment Group’s Broadcom AVGO Stock Holding History

Kowal Investment 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
Q3 		$2.04M Buy
11,827
+1,937
+20% +$311K 0.38% 41
2024
Q2 		$1.59M Buy
9,890
+1,390
+16% +$195K 0.32% 47
2024
Q1 		$1.13M Buy
8,500
+730
+9% +$90.4K 0.24% 64
2023
Q4 		$867K Buy
7,770
+550
+8% +$52.1K 0.2% 70
2023
Q3 		$599K Buy
7,220
+100
+1% +$8.67K 0.16% 73
2023
Q2 		$618K Sell
7,120
-180
-2% -$12.8K 0.17% 68
2023
Q1 		$469K Sell
7,300
-710
-9% -$42.7K 0.13% 79
2022
Q4 		$448K Buy
8,010
+1,320
+20% +$66.2K 0.13% 86
2022
Q3 		$297K Buy
+6,690
New +$342K 0.1% 101
2021
Q4 		– Sell
-1,900
Closed -$92K – 183
2021
Q3 		$92K Buy
+1,900
New +$92.4K 0.03% 162

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

Kowal Investment Group's AVGO Position: Q3 2024 in Review

Kowal Investment Group increased its Broadcom (AVGO) stake by 20% in Q3 2024, buying an estimated $311K and bringing the position to 11,827 shares worth $2.04M. The position accounts for 0.38% of the portfolio, ranked #41.

Kowal Investment Group first reported a position in AVGO in Q3 2021 and has held it in 10 quarters since. 3,409 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Kowal Investment Group held 11,827 shares of Broadcom worth $2.04M as of Q3 2024.
  • Kowal Investment Group bought 1,937 Broadcom shares in Q3 2024, an estimated $311K.
  • Broadcom made up 0.38% of Kowal Investment Group's portfolio in Q3 2024, its #41 holding.
  • Kowal Investment Group first reported a position in Broadcom in Q3 2021 and has held it in 10 quarters since.
  • 3,409 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.