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SignalPoint Asset Management’s Broadcom AVGO Stock Holding History

SignalPoint Asset 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
Q4 		$1.93M Sell
8,334
-595
-7% -$110K 0.47% 40
2024
Q3 		$1.54M Sell
8,929
-391
-4% -$62.7K 0.36% 54
2024
Q2 		$1.5M Buy
9,320
+150
+2% +$21K 0.4% 52
2024
Q1 		$1.22M Sell
9,170
-460
-5% -$57K 0.33% 65
2023
Q4 		$1.07M Sell
9,630
-600
-6% -$56.8K 0.32% 64
2023
Q3 		$850K Buy
10,230
+130
+1% +$11.3K 0.27% 76
2023
Q2 		$876K Sell
10,100
-1,230
-11% -$87.7K 0.27% 77
2023
Q1 		$727K Sell
11,330
-820
-7% -$49.3K 0.23% 84
2022
Q4 		$679K Buy
12,150
+5,810
+92% +$291K 0.24% 90
2022
Q3 		$281K Sell
6,340
-60
-0.9% -$3.06K 0.11% 167
2022
Q2 		$310K Buy
6,400
+1,340
+26% +$75.2K 0.11% 166
2022
Q1 		$318K Buy
5,060
+220
+5% +$13.1K 0.1% 176
2021
Q4 		$322K Sell
4,840
-390
-7% -$21.9K 0.1% 171
2021
Q3 		$254K Buy
5,230
+300
+6% +$14.6K 0.08% 190
2021
Q2 		$235K Sell
4,930
-500
-9% -$23.2K 0.08% 202
2021
Q1 		$252K Buy
5,430
+280
+5% +$12.9K 0.09% 185
2020
Q4 		$225K Buy
+5,150
New +$201K 0.09% 185
2017
Q1 		– Sell
-33,520
Closed -$593K – 139
2016
Q4 		$593K Buy
33,520
+450
+1% +$7.8K 0.15% 128
2016
Q3 		$571K Buy
+33,070
New +$553K 0.15% 118
2016
Q2 		– Sell
-36,760
Closed -$568K – 238
2016
Q1 		$568K Buy
36,760
+22,210
+153% +$300K 0.24% 81
2015
Q4 		$211K Buy
+14,550
New +$189K 0.09% 186

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SignalPoint Asset Management's AVGO Position: Q4 2024 in Review

SignalPoint Asset Management reduced its Broadcom (AVGO) stake by 6.7% in Q4 2024, selling an estimated $110K and leaving 8,334 shares worth $1.93M. The position accounts for 0.47% of the portfolio, ranked #40.

SignalPoint Asset Management first reported a position in AVGO in Q4 2015 and has held it in 21 quarters since. 3,921 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • SignalPoint Asset Management held 8,334 shares of Broadcom worth $1.93M as of Q4 2024.
  • SignalPoint Asset Management sold 595 Broadcom shares in Q4 2024, an estimated $110K.
  • Broadcom made up 0.47% of SignalPoint Asset Management's portfolio in Q4 2024, its #40 holding.
  • SignalPoint Asset Management first reported a position in Broadcom in Q4 2015 and has held it in 21 quarters since.
  • 3,921 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.