Sweet Financial Partners’s Broadcom AVGO Stock Holding History

Sweet Financial Partners’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	$3.73M	Buy	21,633 +803	+4%	+$129K	0.81%	22
2024 Q2	$3.34M	Buy	20,830 +980	+5%	+$137K	0.76%	23
2024 Q1	$2.63M	Sell	19,850 -560	-3%	-$69.4K	0.61%	35
2023 Q4	$2.28M	Buy	20,410 +870	+4%	+$82.4K	0.54%	42
2023 Q3	$1.62M	Sell	19,540 -1,770	-8%	-$153K	0.43%	50
2023 Q2	$1.85M	Buy	21,310 +4,740	+29%	+$338K	0.48%	43
2023 Q1	$1.06M	Buy	16,570 +4,360	+36%	+$262K	0.29%	65
2022 Q4	$683K	Buy	12,210 +2,210	+22%	+$111K	0.2%	75
2022 Q3	$444K	Buy	+10,000	New	+$511K	0.14%	99

Other funds holding AVGO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sweet Financial Partners's AVGO Position: Q3 2024 in Review

Sweet Financial Partners increased its Broadcom (AVGO) stake by 3.9% in Q3 2024, buying an estimated $129K and bringing the position to 21,633 shares worth $3.73M. The position accounts for 0.81% of the portfolio, ranked #22.

Sweet Financial Partners first reported a position in AVGO in Q3 2022 and has held it in 9 quarters since. 3,417 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

Sweet Financial Partners held 21,633 shares of Broadcom worth $3.73M as of Q3 2024.
Sweet Financial Partners bought 803 Broadcom shares in Q3 2024, an estimated $129K.
Broadcom made up 0.81% of Sweet Financial Partners's portfolio in Q3 2024, its #22 holding.
Sweet Financial Partners first reported a position in Broadcom in Q3 2022 and has held it in 9 quarters since.
3,417 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.