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SpiderRock Advisors’s Broadcom AVGO Stock Holding History

SpiderRock 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 		$43.7M Buy
253,158
+61,358
+32% +$9.84M 0.69% 23
2024
Q2 		$30.8M Buy
191,800
+20,360
+12% +$2.85M 0.62% 27
2024
Q1 		$21.2M Buy
+171,440
New +$21.2M 0.53% 35
2017
Q1 		– Hold
0
– – – 493

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

SpiderRock Advisors's AVGO Position: Q3 2024 in Review

SpiderRock Advisors increased its Broadcom (AVGO) stake by 32% in Q3 2024, buying an estimated $9.84M and bringing the position to 253,158 shares worth $43.7M. The position accounts for 0.69% of the portfolio, ranked #23.

SpiderRock Advisors first reported a position in AVGO in Q1 2024 and has held it in 3 quarters since. 3,409 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • SpiderRock Advisors held 253,158 shares of Broadcom worth $43.7M as of Q3 2024.
  • SpiderRock Advisors bought 61,358 Broadcom shares in Q3 2024, an estimated $9.84M.
  • Broadcom made up 0.69% of SpiderRock Advisors's portfolio in Q3 2024, its #23 holding.
  • SpiderRock Advisors first reported a position in Broadcom in Q1 2024 and has held it in 3 quarters since.
  • 3,409 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

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