Rockbridge Investment Management’s Broadcom AVGO Stock Holding History

Rockbridge Investment Management’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	–	Sell	-140	Closed	-$15.6K	–	161
2023 Q4	$15.6K	Buy	+140	New	+$13.3K	﹤0.01%	352
2022 Q3	–	Sell	-90	Closed	-$4.37K	–	140
2022 Q2	$4.37K	Hold	90	–	–	﹤0.01%	475
2022 Q1	$5.64K	Sell	90 -400	-82%	-$23.8K	﹤0.01%	599
2021 Q4	$33K	Hold	490	–	–	﹤0.01%	414
2021 Q3	$24K	Hold	490	–	–	﹤0.01%	424
2021 Q2	$23K	Hold	490	–	–	﹤0.01%	426
2021 Q1	$23K	Sell	490 -120	-20%	-$5.55K	﹤0.01%	407
2020 Q4	$27K	Hold	610	–	–	0.01%	363
2020 Q3	$22K	Buy	610 +370	+154%	+$12.4K	0.01%	364
2020 Q2	$8K	Buy	+240	New	+$6.72K	﹤0.01%	446

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Rockbridge Investment Management's AVGO Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Broadcom (AVGO) in Q1 2024, closing a stake of 140 shares — an estimated $15.6K sold.

Rockbridge Investment Management first reported a position in AVGO in Q2 2020 and held it in 10 quarters. The position peaked at $33K in Q4 2021. 3,065 funds tracked by Wall St. Rank hold AVGO as of Q1 2024.

Rockbridge Investment Management reported no remaining Broadcom position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 140 Broadcom shares in Q1 2024, an estimated $15.6K.
Rockbridge Investment Management first reported a position in Broadcom in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Broadcom position peaked at $33K in Q4 2021.
3,065 funds tracked by Wall St. Rank held Broadcom as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.