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AVGO icon

Retirement Group’s Broadcom AVGO Stock Holding History

Retirement 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 		$117K Hold
880
– – 0.04% 153
2023
Q4 		$98.2K Sell
880
-640
-42% -$60.6K 0.04% 158
2023
Q3 		$54.3K Buy
1,520
+900
+145% +$78K 0.02% 193
2023
Q2 		$53.8K Sell
620
-1,600
-72% -$114K 0.02% 190
2023
Q1 		$87K Buy
2,220
+70
+3% +$4.21K 0.04% 145
2022
Q4 		$73K Buy
2,150
+1,270
+144% +$63.7K 0.04% 154
2022
Q3 		$39K Sell
880
-1,240
-58% -$63.3K 0.03% 136
2022
Q2 		$62K Buy
2,120
+220
+12% +$12.3K 0.03% 191
2022
Q1 		$66K Buy
1,900
+270
+17% +$16K 0.03% 204
2021
Q4 		$48K Buy
1,630
+300
+23% +$16.9K 0.02% 233
2021
Q3 		$25K Buy
1,330
+1,020
+329% +$49.6K 0.01% 283
2021
Q2 		$15K Buy
310
+250
+417% +$11.6K 0.01% 359
2021
Q1 		$3K Buy
60
+10
+20% +$462 ﹤0.01% 597
2020
Q4 		$2K Buy
+50
New +$1.95K ﹤0.01% 570

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

Retirement Group's AVGO Position: Q1 2024 in Review

Retirement Group held its Broadcom (AVGO) position steady in Q1 2024 at 880 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #153.

Retirement Group first reported a position in AVGO in Q4 2020 and has held it in 14 quarters since. 3,065 funds tracked by Wall St. Rank hold AVGO as of Q1 2024.

  • Retirement Group held 880 shares of Broadcom worth $117K as of Q1 2024.
  • Retirement Group left its Broadcom share count unchanged in Q1 2024.
  • Broadcom made up 0.04% of Retirement Group's portfolio in Q1 2024, its #153 holding.
  • Retirement Group first reported a position in Broadcom in Q4 2020 and has held it in 14 quarters since.
  • 3,065 funds tracked by Wall St. Rank held Broadcom as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.