Norwood Financial’s Broadcom AVGO Stock Holding History

Norwood Financial’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 Q1	$139K	Buy	1,050 +300	+40%	+$37.2K	0.2%	93
2023 Q4	$83.7K	Hold	750	–	–	0.13%	114
2023 Q3	$62.3K	Hold	750	–	–	0.1%	132
2023 Q2	$65.1K	Hold	750	–	–	0.1%	130
2023 Q1	$48.1K	Hold	750	–	–	0.08%	143
2022 Q4	$41.9K	Hold	750	–	–	0.07%	146
2022 Q3	$33K	Hold	750	–	–	0.06%	151
2022 Q2	$36K	Hold	750	–	–	0.06%	147
2022 Q1	$47K	Hold	750	–	–	0.07%	141
2021 Q4	$50K	Buy	+750	New	+$42.2K	0.07%	142

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norwood Financial's AVGO Position: Q1 2024 in Review

Norwood Financial increased its Broadcom (AVGO) stake by 40% in Q1 2024, buying an estimated $37.2K and bringing the position to 1,050 shares worth $139K. The position accounts for 0.2% of the portfolio, ranked #93.

Norwood Financial first reported a position in AVGO in Q4 2021 and has held it in 10 quarters since. 3,066 funds tracked by Wall St. Rank hold AVGO as of Q1 2024.

Norwood Financial held 1,050 shares of Broadcom worth $139K as of Q1 2024.
Norwood Financial bought 300 Broadcom shares in Q1 2024, an estimated $37.2K.
Broadcom made up 0.2% of Norwood Financial's portfolio in Q1 2024, its #93 holding.
Norwood Financial first reported a position in Broadcom in Q4 2021 and has held it in 10 quarters since.
3,066 funds tracked by Wall St. Rank held Broadcom as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.