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Provence Wealth Management Group’s Broadcom AVGO Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$2.14M Buy
19,140
+3,410
+22% +$323K 1.15% 24
2023
Q3 		$1.31M Buy
15,730
+240
+2% +$20.8K 0.8% 30
2023
Q2 		$1.34M Buy
15,490
+1,650
+12% +$118K 0.79% 29
2023
Q1 		$888K Buy
13,840
+4,460
+48% +$268K 0.59% 40
2022
Q4 		$524K Buy
+9,380
New +$470K 0.43% 54

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Provence Wealth Management Group's AVGO Position: Q4 2023 in Review

Provence Wealth Management Group increased its Broadcom (AVGO) stake by 22% in Q4 2023, buying an estimated $323K and bringing the position to 19,140 shares worth $2.14M. The position accounts for 1.15% of the portfolio, ranked #24.

Provence Wealth Management Group first reported a position in AVGO in Q4 2022 and has held it in 5 quarters since. 2,876 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

  • Provence Wealth Management Group held 19,140 shares of Broadcom worth $2.14M as of Q4 2023.
  • Provence Wealth Management Group bought 3,410 Broadcom shares in Q4 2023, an estimated $323K.
  • Broadcom made up 1.15% of Provence Wealth Management Group's portfolio in Q4 2023, its #24 holding.
  • Provence Wealth Management Group first reported a position in Broadcom in Q4 2022 and has held it in 5 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.