PO
AVGO icon

Private Ocean’s Broadcom AVGO Stock Holding History

Private Ocean’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 		$185K Hold
1,150
– – 0.02% 158
2024
Q1 		$152K Hold
1,150
– – 0.02% 158
2023
Q4 		$128K Hold
1,150
– – 0.01% 176
2023
Q3 		$95.5K Hold
1,150
– – 0.01% 181
2023
Q2 		$99.8K Buy
1,150
+150
+15% +$10.7K 0.01% 196
2023
Q1 		$64.2K Sell
1,000
-100
-9% -$6.02K 0.01% 208
2022
Q4 		$61.5K Sell
1,100
-280
-20% -$14K 0.01% 204
2022
Q3 		$61K Sell
1,380
-10
-0.7% -$511 0.01% 195
2022
Q2 		$67K Hold
1,390
– – 0.01% 183
2022
Q1 		$88K Buy
1,390
+10
+0.7% +$594 0.01% 180
2021
Q4 		$92K Hold
1,380
– – 0.01% 190
2021
Q3 		$67K Sell
1,380
-400
-22% -$19.5K 0.01% 218
2021
Q2 		$85K Buy
1,780
+330
+23% +$15.3K 0.01% 186
2021
Q1 		$67K Sell
1,450
-430
-23% -$19.9K 0.01% 212
2020
Q4 		$82K Sell
1,880
-420
-18% -$16.4K 0.02% 177
2020
Q3 		$84K Buy
2,300
+850
+59% +$28.5K 0.02% 166
2020
Q2 		$45K Hold
1,450
– – 0.01% 215
2020
Q1 		$34K Buy
1,450
+450
+45% +$12.7K 0.01% 253
2019
Q4 		$32K Buy
1,000
+940
+1,567% +$28.5K 0.01% 296
2019
Q3 		$2K Hold
60
– – ﹤0.01% 529
2019
Q2 		$1K Hold
60
– – ﹤0.01% 435
2019
Q1 		$2K Hold
60
– – ﹤0.01% 375
2018
Q4 		$1K Buy
+60
New +$1.42K ﹤0.01% 333
2018
Q2 		– Sell
-100
Closed -$2K – 361
2018
Q1 		$2K Sell
100
-210
-68% -$5.29K ﹤0.01% 370
2017
Q4 		$8K Buy
+310
New +$8.06K ﹤0.01% 248

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

Private Ocean's AVGO Position: Q2 2024 in Review

Private Ocean held its Broadcom (AVGO) position steady in Q2 2024 at 1,150 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #158.

Private Ocean first reported a position in AVGO in Q4 2017 and has held it in 25 quarters since. 3,270 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

  • Private Ocean held 1,150 shares of Broadcom worth $185K as of Q2 2024.
  • Private Ocean left its Broadcom share count unchanged in Q2 2024.
  • Broadcom made up 0.02% of Private Ocean's portfolio in Q2 2024, its #158 holding.
  • Private Ocean first reported a position in Broadcom in Q4 2017 and has held it in 25 quarters since.
  • 3,270 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.