SP
AVGO icon

SWS Partners’s Broadcom AVGO Stock Holding History

SWS 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 		– Sell
-790
Closed -$127K – 123
2024
Q2 		$127K Buy
+790
New +$111K 0.04% 124
2022
Q4 		– Sell
-42,030
Closed -$1.87M – 83
2022
Q3 		$1.87M Sell
42,030
-3,710
-8% -$190K 0.86% 51
2022
Q2 		$2.22M Buy
45,740
+3,410
+8% +$191K 1.87% 16
2022
Q1 		$2.67M Buy
42,330
+2,490
+6% +$148K 1.74% 17
2021
Q4 		$2.65M Sell
39,840
-8,240
-17% -$463K 1.51% 22
2021
Q3 		$2.33M Buy
48,080
+2,220
+5% +$108K 1.44% 21
2021
Q2 		$2.19M Buy
45,860
+1,820
+4% +$84.3K 1.42% 25
2021
Q1 		$2.04M Sell
44,040
-290
-0.7% -$13.4K 1.41% 24
2020
Q4 		$1.94M Sell
44,330
-1,120
-2% -$43.7K 0.86% 38
2020
Q3 		$1.66M Buy
45,450
+3,450
+8% +$116K 0.83% 33
2020
Q2 		$1.33M Buy
42,000
+5,860
+16% +$164K 1.69% 15
2020
Q1 		$857K Buy
+36,140
New +$1.02M 0.61% 53
2019
Q3 		$927K Buy
29,750
+1,910
+7% +$54.3K 0.55% 55
2019
Q2 		$807K Buy
+27,840
New +$811K 0.51% 60
2018
Q2 		– Sell
-210
Closed -$5K – 115
2018
Q1 		$5K Hold
210
– – ﹤0.01% 306
2017
Q4 		$5K Buy
+210
New +$5.46K ﹤0.01% 314

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

SWS Partners's AVGO Position: Q3 2024 in Review

SWS Partners sold out of Broadcom (AVGO) in Q3 2024, closing a stake of 790 shares — an estimated $127K sold.

SWS Partners first reported a position in AVGO in Q4 2017 and held it in 16 quarters. The position peaked at $2.67M in Q1 2022. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • SWS Partners reported no remaining Broadcom position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 790 Broadcom shares in Q3 2024, an estimated $127K.
  • SWS Partners first reported a position in Broadcom in Q4 2017 and held it in 16 quarters.
  • SWS Partners's Broadcom position peaked at $2.67M in Q1 2022.
  • 3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.