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Sutton Wealth Advisors’s Broadcom AVGO Stock Holding History

Sutton Wealth 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
2023
Q3 		$991K Buy
11,930
+280
+2% +$24.3K 0.49% 41
2023
Q2 		$1.01M Buy
11,650
+2,280
+24% +$163K 0.49% 39
2023
Q1 		$601K Buy
9,370
+410
+5% +$24.7K 0.32% 55
2022
Q4 		$501K Buy
8,960
+3,500
+64% +$175K 0.19% 83
2022
Q3 		$242K Buy
5,460
+870
+19% +$44.4K 0.1% 148
2022
Q2 		$223K Buy
4,590
+560
+14% +$31.4K 0.09% 155
2022
Q1 		$254K Buy
4,030
+470
+13% +$27.9K 0.09% 155
2021
Q4 		$237K Hold
3,560
– – 0.08% 167
2021
Q3 		$173K Buy
3,560
+30
+0.8% +$1.46K 0.06% 187
2021
Q2 		$168K Sell
3,530
-80
-2% -$3.71K 0.06% 195
2021
Q1 		$167K Buy
3,610
+80
+2% +$3.7K 0.07% 186
2020
Q4 		$155K Buy
3,530
+90
+3% +$3.51K 0.07% 184
2020
Q3 		$125K Hold
3,440
– – 0.06% 191
2020
Q2 		$109K Sell
3,440
-220
-6% -$6.16K 0.06% 201
2020
Q1 		$86.8K Buy
3,660
+130
+4% +$3.66K 0.05% 204
2019
Q4 		$112K Hold
3,530
– – 0.06% 205
2019
Q3 		$97.5K Hold
3,530
– – 0.05% 212
2019
Q2 		$102K Hold
3,530
– – 0.06% 208
2019
Q1 		$106K Buy
3,530
+50
+1% +$1.36K 0.06% 199
2018
Q4 		$88.5K Buy
3,480
+250
+8% +$5.9K 0.06% 204
2018
Q3 		$79.7K Sell
3,230
-2,560
-44% -$57.4K 0.05% 223
2018
Q2 		$140K Sell
5,790
-930
-14% -$22.8K 0.1% 163
2018
Q1 		$158K Buy
6,720
+30
+0.4% +$755 0.11% 147
2017
Q4 		$172K Sell
6,690
-50
-0.7% -$1.3K 0.13% 143
2017
Q3 		$163K Hold
6,740
– – 0.12% 141
2017
Q2 		$157K Buy
6,740
+1,080
+19% +$25.1K 0.12% 143
2017
Q1 		$124K Buy
5,660
+20
+0.4% +$412 0.1% 167
2016
Q4 		$99.7K Buy
5,640
+30
+0.5% +$520 0.09% 183
2016
Q3 		$96.8K Buy
5,610
+3,670
+189% +$61.4K 0.09% 184
2016
Q2 		$30.1K Buy
1,940
+1,260
+185% +$19.2K 0.03% 335
2016
Q1 		$10.5K Buy
+680
New +$9.19K 0.01% 605

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sutton Wealth Advisors's AVGO Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Broadcom (AVGO) stake by 2.4% in Q3 2023, buying an estimated $24.3K and bringing the position to 11,930 shares worth $991K. The position accounts for 0.49% of the portfolio, ranked #41.

Sutton Wealth Advisors first reported a position in AVGO in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.01M in Q2 2023. 2,457 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

  • Sutton Wealth Advisors held 11,930 shares of Broadcom worth $991K as of Q3 2023.
  • Sutton Wealth Advisors bought 280 Broadcom shares in Q3 2023, an estimated $24.3K.
  • Broadcom made up 0.49% of Sutton Wealth Advisors's portfolio in Q3 2023, its #41 holding.
  • Sutton Wealth Advisors first reported a position in Broadcom in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Broadcom position peaked at $1.01M in Q2 2023.
  • 2,457 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.