SGC
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Slocum, Gordon & Co’s Broadcom AVGO Stock Holding History

Slocum, Gordon & Co’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
Q3 		– Sell
-260
Closed -$41.7K – 137
2024
Q2 		$41.7K Hold
260
– – 0.03% 91
2024
Q1 		$34.5K Hold
260
– – 0.03% 92
2023
Q4 		$29K Hold
260
– – 0.03% 93
2023
Q3 		$21.6K Hold
260
– – 0.02% 101
2023
Q2 		$22.6K Buy
+260
New +$18.5K 0.02% 99

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Slocum, Gordon & Co's AVGO Position: Q3 2024 in Review

Slocum, Gordon & Co sold out of Broadcom (AVGO) in Q3 2024, closing a stake of 260 shares — an estimated $41.7K sold.

Slocum, Gordon & Co first reported a position in AVGO in Q2 2023 and held it in 5 quarters. The position peaked at $41.7K in Q2 2024. 3,409 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Slocum, Gordon & Co reported no remaining Broadcom position as of Q3 2024 after selling out during the quarter.
  • Slocum, Gordon & Co sold 260 Broadcom shares in Q3 2024, an estimated $41.7K.
  • Slocum, Gordon & Co first reported a position in Broadcom in Q2 2023 and held it in 5 quarters.
  • Slocum, Gordon & Co's Broadcom position peaked at $41.7K in Q2 2024.
  • 3,409 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Slocum, Gordon & Co's 13F filing for Q3 2024, filed 4 Nov 2024.