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Ropes Wealth Advisors’s Broadcom AVGO Stock Holding History

Ropes Wealth 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
Q3 		$1.68M Sell
20,230
-700
-3% -$60.7K 0.33% 77
2023
Q2 		$1.82M Buy
20,930
+5,390
+35% +$384K 0.3% 81
2023
Q1 		$997K Buy
15,540
+650
+4% +$39.1K 0.18% 118
2022
Q4 		$833K Buy
14,890
+3,460
+30% +$173K 0.15% 130
2022
Q3 		$508K Buy
11,430
+1,710
+18% +$87.4K 0.11% 152
2022
Q2 		$472K Buy
9,720
+550
+6% +$30.9K 0.1% 176
2022
Q1 		$577K Sell
9,170
-1,000
-10% -$59.4K 0.1% 181
2021
Q4 		$677K Buy
10,170
+730
+8% +$41K 0.12% 141
2021
Q3 		$458K Buy
9,440
+140
+2% +$6.81K 0.07% 183
2021
Q2 		$443K Hold
9,300
– – 0.07% 185
2021
Q1 		$409K Buy
9,300
+6,120
+192% +$283K 0.07% 179
2020
Q4 		$139K Buy
3,180
+280
+10% +$10.9K 0.02% 266
2020
Q3 		$106K Sell
2,900
-170
-6% -$5.69K 0.02% 263
2020
Q2 		$97K Sell
3,070
-180
-6% -$5.04K 0.02% 257
2020
Q1 		$77K Hold
3,250
– – 0.02% 249
2019
Q4 		$103K Sell
3,250
-7,500
-70% -$228K 0.02% 269
2019
Q3 		$297K Hold
10,750
– – 0.06% 183
2019
Q2 		$309K Sell
10,750
-250
-2% -$7.29K 0.07% 187
2019
Q1 		$331K Hold
11,000
– – 0.09% 174
2018
Q4 		$280K Sell
11,000
-600
-5% -$14.2K 0.08% 182
2018
Q3 		$286K Buy
11,600
+9,700
+511% +$218K 0.07% 194
2018
Q2 		$46K Hold
1,900
– – 0.01% 355
2018
Q1 		$45K Hold
1,900
– – 0.01% 339
2017
Q4 		$49K Buy
+1,900
New +$49.4K 0.01% 352
2017
Q2 		– Sell
-30
Closed -$1K – 518
2017
Q1 		$1K Buy
+30
New +$618 ﹤0.01% 497
2016
Q3 		– Sell
-260
Closed -$4K – 458
2016
Q2 		$4K Buy
+260
New +$3.96K ﹤0.01% 404

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ropes Wealth Advisors's AVGO Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its Broadcom (AVGO) stake by 3.3% in Q3 2023, selling an estimated $60.7K and leaving 20,230 shares worth $1.68M. The position accounts for 0.33% of the portfolio, ranked #77.

Ropes Wealth Advisors first reported a position in AVGO in Q2 2016 and has held it in 26 quarters since. The position peaked at $1.82M in Q2 2023. 2,457 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

  • Ropes Wealth Advisors held 20,230 shares of Broadcom worth $1.68M as of Q3 2023.
  • Ropes Wealth Advisors sold 700 Broadcom shares in Q3 2023, an estimated $60.7K.
  • Broadcom made up 0.33% of Ropes Wealth Advisors's portfolio in Q3 2023, its #77 holding.
  • Ropes Wealth Advisors first reported a position in Broadcom in Q2 2016 and has held it in 26 quarters since.
  • Ropes Wealth Advisors's Broadcom position peaked at $1.82M in Q2 2023.
  • 2,457 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.