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Maxwell Wealth Strategies’s Broadcom AVGO Stock Holding History

Maxwell Wealth Strategies’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 		$7.66M Sell
33,037
-190
-0.6% -$35.1K 3.13% 6
2024
Q3 		$5.78M Buy
33,227
+5,357
+19% +$859K 2.46% 8
2024
Q2 		$4.47M Buy
27,870
+90
+0.3% +$12.6K 2.19% 10
2024
Q1 		$3.79M Buy
27,780
+600
+2% +$74.3K 1.92% 13
2023
Q4 		$3.03M Buy
+27,180
New +$2.57M 1.98% 10

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

Maxwell Wealth Strategies's AVGO Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Broadcom (AVGO) stake by 0.57% in Q4 2024, selling an estimated $35.1K and leaving 33,037 shares worth $7.66M. The position accounts for 3.13% of the portfolio, ranked #6.

Maxwell Wealth Strategies first reported a position in AVGO in Q4 2023 and has held it in 5 quarters since. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Maxwell Wealth Strategies held 33,037 shares of Broadcom worth $7.66M as of Q4 2024.
  • Maxwell Wealth Strategies sold 190 Broadcom shares in Q4 2024, an estimated $35.1K.
  • Broadcom made up 3.13% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #6 holding.
  • Maxwell Wealth Strategies first reported a position in Broadcom in Q4 2023 and has held it in 5 quarters since.
  • 3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.