Sugarloaf Wealth Management’s Broadcom AVGO Stock Holding History

Sugarloaf Wealth Management’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	$648K	Sell	2,794 -23,656	-89%	-$4.38M	0.12%	75
2024 Q3	$4.56M	Sell	26,450 -140	-0.5%	-$22.4K	0.86%	19
2024 Q2	$4.27M	Buy	26,590 +620	+2%	+$86.9K	0.86%	19
2024 Q1	$3.44M	Sell	25,970 -5,250	-17%	-$650K	0.71%	25
2023 Q4	$3.49M	Sell	31,220 -760	-2%	-$72K	0.84%	17
2023 Q3	$2.66M	Sell	31,980 -4,500	-12%	-$390K	0.67%	29
2023 Q2	$3.16M	Buy	36,480 +2,340	+7%	+$167K	0.74%	18
2023 Q1	$2.19M	Buy	34,140 +33,060	+3,061%	+$1.99M	0.54%	33
2022 Q4	$60.5K	Buy	1,080 +90	+9%	+$4.51K	0.02%	259
2022 Q3	$44K	Buy	990 +40	+4%	+$2.04K	0.01%	300
2022 Q2	$46K	Buy	+950	New	+$53.3K	0.01%	298

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's AVGO Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Broadcom (AVGO) stake by 89% in Q4 2024, selling an estimated $4.38M and leaving 2,794 shares worth $648K. The position accounts for 0.12% of the portfolio, ranked #75.

Sugarloaf Wealth Management first reported a position in AVGO in Q2 2022 and has held it in 11 quarters since. The position peaked at $4.56M in Q3 2024. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

Sugarloaf Wealth Management held 2,794 shares of Broadcom worth $648K as of Q4 2024.
Sugarloaf Wealth Management sold 23,656 Broadcom shares in Q4 2024, an estimated $4.38M.
Broadcom made up 0.12% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #75 holding.
Sugarloaf Wealth Management first reported a position in Broadcom in Q2 2022 and has held it in 11 quarters since.
Sugarloaf Wealth Management's Broadcom position peaked at $4.56M in Q3 2024.
3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.