RWG
AVGO icon

Ratio Wealth Group’s Broadcom AVGO Stock Holding History

Ratio Wealth 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
2024
Q1 		$266K Buy
+2,010
New +$249K 0.05% 71
2023
Q4 		– Sell
-5,320
Closed -$442K – 75
2023
Q3 		$442K Buy
+5,320
New +$461K 0.11% 53

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

Ratio Wealth Group's AVGO Position: Q1 2024 in Review

Ratio Wealth Group opened a new position in Broadcom (AVGO) in Q1 2024: 2,010 shares worth $266K. The stake represents 0.05% of the portfolio and ranks #71 among its holdings. This is a return to the name: Ratio Wealth Group previously reported a position in AVGO as recently as Q3 2023.

Ratio Wealth Group first reported a position in AVGO in Q3 2023 and has held it in 2 quarters since. The position peaked at $442K in Q3 2023. 3,065 funds tracked by Wall St. Rank hold AVGO as of Q1 2024.

  • Ratio Wealth Group held 2,010 shares of Broadcom worth $266K as of Q1 2024.
  • Broadcom was a new Ratio Wealth Group position in Q1 2024.
  • Broadcom made up 0.05% of Ratio Wealth Group's portfolio in Q1 2024, its #71 holding.
  • Ratio Wealth Group first reported a position in Broadcom in Q3 2023 and has held it in 2 quarters since.
  • Ratio Wealth Group's Broadcom position peaked at $442K in Q3 2023.
  • 3,065 funds tracked by Wall St. Rank held Broadcom as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.