Rockingstone Advisors’s Broadcom AVGO Stock Holding History

Rockingstone Advisors’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	–	Sell	-2,420	Closed	-$201K	–	108
2023 Q3	$201K	Buy	+2,420	New	+$210K	0.11%	113

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Rockingstone Advisors's AVGO Position: Q4 2023 in Review

Rockingstone Advisors sold out of Broadcom (AVGO) in Q4 2023, closing a stake of 2,420 shares — an estimated $201K sold.

Rockingstone Advisors first reported a position in AVGO in Q3 2023 and held it in 1 quarter. The position peaked at $201K in Q3 2023. 2,874 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

Rockingstone Advisors reported no remaining Broadcom position as of Q4 2023 after selling out during the quarter.
Rockingstone Advisors sold 2,420 Broadcom shares in Q4 2023, an estimated $201K.
Rockingstone Advisors first reported a position in Broadcom in Q3 2023 and held it in 1 quarter.
Rockingstone Advisors's Broadcom position peaked at $201K in Q3 2023.
2,874 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on Rockingstone Advisors's 13F filing for Q4 2023, filed 9 Jul 2024.