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Peninsula Wealth’s Broadcom AVGO Stock Holding History

Peninsula Wealth’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 		$1.56M Buy
6,711
+246
+4% +$45.5K 0.27% 38
2024
Q3 		$1.14M Sell
6,465
-3,275
-34% -$525K 0.2% 47
2024
Q2 		$1.66M Buy
9,740
+80
+0.8% +$11.2K 0.31% 34
2024
Q1 		$1.28M Hold
9,660
– – 0.26% 38
2023
Q4 		$1.08M Buy
9,660
+200
+2% +$18.9K 0.22% 43
2023
Q3 		$815K Buy
9,460
+430
+5% +$37.3K 0.19% 43
2023
Q2 		$783K Buy
9,030
+260
+3% +$18.5K 0.2% 39
2023
Q1 		$563K Buy
8,770
+190
+2% +$11.4K 0.16% 39
2022
Q4 		$480K Sell
8,580
-2,980
-26% -$149K 0.15% 39
2022
Q3 		$513K Buy
11,560
+90
+0.8% +$4.6K 0.18% 37
2022
Q2 		$557K Sell
11,470
-180
-2% -$10.1K 0.19% 32
2022
Q1 		$733K Buy
11,650
+1,640
+16% +$97.4K 0.21% 30
2021
Q4 		$666K Buy
+10,010
New +$563K 0.18% 32

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

Peninsula Wealth's AVGO Position: Q4 2024 in Review

Peninsula Wealth increased its Broadcom (AVGO) stake by 3.8% in Q4 2024, buying an estimated $45.5K and bringing the position to 6,711 shares worth $1.56M. The position accounts for 0.27% of the portfolio, ranked #38.

Peninsula Wealth first reported a position in AVGO in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.66M in Q2 2024. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Peninsula Wealth held 6,711 shares of Broadcom worth $1.56M as of Q4 2024.
  • Peninsula Wealth bought 246 Broadcom shares in Q4 2024, an estimated $45.5K.
  • Broadcom made up 0.27% of Peninsula Wealth's portfolio in Q4 2024, its #38 holding.
  • Peninsula Wealth first reported a position in Broadcom in Q4 2021 and has held it in 13 quarters since.
  • Peninsula Wealth's Broadcom position peaked at $1.66M in Q2 2024.
  • 3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

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