Rollins Financial’s Broadcom AVGO Stock Holding History

Rollins Financial’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	$268K	Sell	2,400 -330	-12%	-$31.2K	0.06%	86
2023 Q3	$227K	Buy	2,730 +260	+11%	+$22.5K	0.06%	98
2023 Q2	$215K	Sell	2,470 -1,450	-37%	-$103K	0.06%	100
2023 Q1	$252K	Buy	3,920 +30	+0.8%	+$1.8K	0.08%	99
2022 Q4	$218K	Sell	3,890 -2,390	-38%	-$120K	0.08%	111
2022 Q3	$279K	Sell	6,280 -800	-11%	-$40.9K	0.1%	85
2022 Q2	$344K	Sell	7,080 -990	-12%	-$55.6K	0.12%	84
2022 Q1	$508K	Buy	8,070 +770	+11%	+$45.7K	0.15%	61
2021 Q4	$486K	Buy	+7,300	New	+$410K	0.14%	63

Other funds holding AVGO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rollins Financial's AVGO Position: Q4 2023 in Review

Rollins Financial reduced its Broadcom (AVGO) stake by 12% in Q4 2023, selling an estimated $31.2K and leaving 2,400 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #86.

Rollins Financial first reported a position in AVGO in Q4 2021 and has held it in 9 quarters since. The position peaked at $508K in Q1 2022. 2,879 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

Rollins Financial held 2,400 shares of Broadcom worth $268K as of Q4 2023.
Rollins Financial sold 330 Broadcom shares in Q4 2023, an estimated $31.2K.
Broadcom made up 0.06% of Rollins Financial's portfolio in Q4 2023, its #86 holding.
Rollins Financial first reported a position in Broadcom in Q4 2021 and has held it in 9 quarters since.
Rollins Financial's Broadcom position peaked at $508K in Q1 2022.
2,879 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on Rollins Financial's 13F filing for Q4 2023, filed 6 Feb 2024.