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Relative Value Partners Group’s Broadcom AVGO Stock Holding History

Relative Value Partners 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
Q2 		$4.01M Buy
25,010
+19,030
+318% +$2.67M 0.52% 50
2024
Q1 		$706K Hold
5,980
– – 0.04% 172
2023
Q4 		$668K Buy
5,980
+610
+11% +$57.8K 0.04% 176
2023
Q3 		$446K Buy
+5,370
New +$465K 0.03% 202

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

Relative Value Partners Group's AVGO Position: Q2 2024 in Review

Relative Value Partners Group increased its Broadcom (AVGO) stake by 318% in Q2 2024, buying an estimated $2.67M and bringing the position to 25,010 shares worth $4.01M. The position accounts for 0.52% of the portfolio, ranked #50.

Relative Value Partners Group first reported a position in AVGO in Q3 2023 and has held it in 4 quarters since. 3,271 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

  • Relative Value Partners Group held 25,010 shares of Broadcom worth $4.01M as of Q2 2024.
  • Relative Value Partners Group bought 19,030 Broadcom shares in Q2 2024, an estimated $2.67M.
  • Broadcom made up 0.52% of Relative Value Partners Group's portfolio in Q2 2024, its #50 holding.
  • Relative Value Partners Group first reported a position in Broadcom in Q3 2023 and has held it in 4 quarters since.
  • 3,271 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.