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Source Financial Advisors’s Broadcom AVGO Stock Holding History

Source Financial 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
2024
Q3 		$938K Sell
5,437
-53
-1% -$8.5K 0.28% 47
2024
Q2 		$882K Sell
5,490
-1,820
-25% -$255K 0.27% 50
2024
Q1 		$969K Sell
7,310
-60
-0.8% -$7.43K 0.29% 45
2023
Q4 		$823K Buy
7,370
+230
+3% +$21.8K 0.26% 58
2023
Q3 		$593K Buy
7,140
+30
+0.4% +$2.6K 0.2% 64
2023
Q2 		$617K Buy
7,110
+230
+3% +$16.4K 0.2% 72
2023
Q1 		$442K Buy
6,880
+330
+5% +$19.9K 0.15% 81
2022
Q4 		$366K Buy
6,550
+430
+7% +$21.6K 0.14% 87
2022
Q3 		$272K Sell
6,120
-120
-2% -$6.13K 0.11% 94
2022
Q2 		$303K Sell
6,240
-60
-1% -$3.37K 0.12% 95
2022
Q1 		$397K Buy
6,300
+520
+9% +$30.9K 0.12% 87
2021
Q4 		$385K Hold
5,780
– – 0.1% 89
2021
Q3 		$280K Sell
5,780
-500
-8% -$24.3K 0.07% 90
2021
Q2 		$300K Buy
6,280
+390
+7% +$18.1K 0.08% 89
2021
Q1 		$274K Buy
5,890
+610
+12% +$28.2K 0.07% 95
2020
Q4 		$231K Buy
+5,280
New +$206K 0.06% 100

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

Source Financial Advisors's AVGO Position: Q3 2024 in Review

Source Financial Advisors reduced its Broadcom (AVGO) stake by 0.97% in Q3 2024, selling an estimated $8.5K and leaving 5,437 shares worth $938K. The position accounts for 0.28% of the portfolio, ranked #47.

Source Financial Advisors first reported a position in AVGO in Q4 2020 and has held it in 16 quarters since. The position peaked at $969K in Q1 2024. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Source Financial Advisors held 5,437 shares of Broadcom worth $938K as of Q3 2024.
  • Source Financial Advisors sold 53 Broadcom shares in Q3 2024, an estimated $8.5K.
  • Broadcom made up 0.28% of Source Financial Advisors's portfolio in Q3 2024, its #47 holding.
  • Source Financial Advisors first reported a position in Broadcom in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's Broadcom position peaked at $969K in Q1 2024.
  • 3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.