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Mason & Associates (Virginia)’s Broadcom AVGO Stock Holding History

Mason & Associates (Virginia)’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
Q2 		– Sell
-37,960
Closed -$5.03M – 41
2024
Q1 		$5.03M Buy
+37,960
New +$4.7M 3.83% 5

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Mason & Associates (Virginia)'s AVGO Position: Q2 2024 in Review

Mason & Associates (Virginia) sold out of Broadcom (AVGO) in Q2 2024, closing a stake of 37,960 shares — an estimated $5.03M sold.

Mason & Associates (Virginia) first reported a position in AVGO in Q1 2024 and held it in 1 quarter. The position peaked at $5.03M in Q1 2024. 3,270 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

  • Mason & Associates (Virginia) reported no remaining Broadcom position as of Q2 2024 after selling out during the quarter.
  • Mason & Associates (Virginia) sold 37,960 Broadcom shares in Q2 2024, an estimated $5.03M.
  • Mason & Associates (Virginia) first reported a position in Broadcom in Q1 2024 and held it in 1 quarter.
  • Mason & Associates (Virginia)'s Broadcom position peaked at $5.03M in Q1 2024.
  • 3,270 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2024, filed 16 Jul 2024.