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Significant Wealth Partners’s Broadcom AVGO Stock Holding History

Significant Wealth Partners’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 		– Sell
-1,528
Closed -$264K – 86
2024
Q3 		$264K Buy
1,528
+218
+17% +$34.9K 0.14% 56
2024
Q2 		$210K Buy
+1,310
New +$184K 0.12% 61

Other funds holding AVGO

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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

Significant Wealth Partners's AVGO Position: Q4 2024 in Review

Significant Wealth Partners sold out of Broadcom (AVGO) in Q4 2024, closing a stake of 1,528 shares — an estimated $264K sold.

Significant Wealth Partners first reported a position in AVGO in Q2 2024 and held it in 2 quarters. The position peaked at $264K in Q3 2024. 3,921 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Significant Wealth Partners reported no remaining Broadcom position as of Q4 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 1,528 Broadcom shares in Q4 2024, an estimated $264K.
  • Significant Wealth Partners first reported a position in Broadcom in Q2 2024 and held it in 2 quarters.
  • Significant Wealth Partners's Broadcom position peaked at $264K in Q3 2024.
  • 3,921 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Significant Wealth Partners's 13F filing for Q4 2024, filed 11 Feb 2025.