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Lake Street Advisors Group’s Broadcom AVGO Stock Holding History

Lake Street Advisors 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 		$25.1M Buy
108,354
+39,680
+58% +$7.34M 1.16% 20
2024
Q3 		$11.8M Sell
68,674
-35,536
-34% -$5.7M 0.55% 34
2024
Q2 		$16.7M Sell
104,210
-1,740
-2% -$244K 0.8% 27
2024
Q1 		$14M Buy
105,950
+1,420
+1% +$176K 0.66% 31
2023
Q4 		$11.7M Buy
+104,530
New +$9.9M 0.59% 36
2021
Q3 		– Sell
-23,580
Closed -$1.14M – 242
2021
Q2 		$1.14M Buy
23,580
+760
+3% +$35.2K 0.08% 102
2021
Q1 		$1.06M Buy
22,820
+500
+2% +$23.1K 0.09% 97
2020
Q4 		$977K Buy
22,320
+550
+3% +$21.4K 0.08% 103
2020
Q3 		$793K Buy
21,770
+420
+2% +$14.1K 0.07% 106
2020
Q2 		$674K Buy
21,350
+3,680
+21% +$103K 0.07% 108
2020
Q1 		$419K Sell
17,670
-1,170
-6% -$33K 0.05% 127
2019
Q4 		$595K Buy
18,840
+430
+2% +$13.1K 0.06% 101
2019
Q3 		$480K Buy
18,410
+1,140
+7% +$32.4K 0.05% 99
2019
Q2 		$497K Buy
17,270
+630
+4% +$18.4K 0.05% 101
2019
Q1 		$500K Buy
16,640
+10
+0.1% +$271 0.05% 105
2018
Q4 		$423K Buy
16,630
+1,370
+9% +$32.3K 0.05% 106
2018
Q3 		$376K Sell
15,260
-8,200
-35% -$184K 0.04% 120
2018
Q2 		$569K Buy
23,460
+330
+1% +$8.09K 0.06% 138
2018
Q1 		$545K Buy
23,130
+210
+0.9% +$5.29K 0.06% 124
2017
Q4 		$589K Buy
+22,920
New +$596K 0.07% 118

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

Lake Street Advisors Group's AVGO Position: Q4 2024 in Review

Lake Street Advisors Group increased its Broadcom (AVGO) stake by 58% in Q4 2024, buying an estimated $7.34M and bringing the position to 108,354 shares worth $25.1M. The position accounts for 1.16% of the portfolio, ranked #20.

Lake Street Advisors Group first reported a position in AVGO in Q4 2017 and has held it in 20 quarters since. 3,914 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Lake Street Advisors Group held 108,354 shares of Broadcom worth $25.1M as of Q4 2024.
  • Lake Street Advisors Group bought 39,680 Broadcom shares in Q4 2024, an estimated $7.34M.
  • Broadcom made up 1.16% of Lake Street Advisors Group's portfolio in Q4 2024, its #20 holding.
  • Lake Street Advisors Group first reported a position in Broadcom in Q4 2017 and has held it in 20 quarters since.
  • 3,914 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.