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AVGO icon

Spotlight Asset Group’s Broadcom AVGO Stock Holding History

Spotlight Asset Group’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
Q2 		$645K Buy
4,020
+170
+4% +$23.8K 0.45% 40
2024
Q1 		$510K Buy
3,850
+1,920
+99% +$238K 0.37% 45
2023
Q4 		$160K Hold
1,930
– – 0.15% 72
2023
Q3 		$160K Buy
1,930
+570
+42% +$49.4K 0.15% 72
2023
Q2 		$118K Buy
+1,360
New +$97K 0.11% 86

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spotlight Asset Group's AVGO Position: Q2 2024 in Review

Spotlight Asset Group increased its Broadcom (AVGO) stake by 4.4% in Q2 2024, buying an estimated $23.8K and bringing the position to 4,020 shares worth $645K. The position accounts for 0.45% of the portfolio, ranked #40.

Spotlight Asset Group first reported a position in AVGO in Q2 2023 and has held it in 5 quarters since. 3,271 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

  • Spotlight Asset Group held 4,020 shares of Broadcom worth $645K as of Q2 2024.
  • Spotlight Asset Group bought 170 Broadcom shares in Q2 2024, an estimated $23.8K.
  • Broadcom made up 0.45% of Spotlight Asset Group's portfolio in Q2 2024, its #40 holding.
  • Spotlight Asset Group first reported a position in Broadcom in Q2 2023 and has held it in 5 quarters since.
  • 3,271 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.