SYSTM Wealth Solutions’s Broadcom AVGO Stock Holding History

SYSTM Wealth Solutions’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	$5K	Sell	29 -38,201	-100%	-$6.12M	0.15%	40
2024 Q2	$6.14M	Sell	38,230 -10,840	-22%	-$1.52M	1.37%	19
2024 Q1	$6.5M	Buy	49,070 +1,130	+2%	+$140K	0.82%	24
2023 Q4	$5.35M	Sell	47,940 -2,770	-5%	-$262K	0.74%	28
2023 Q3	$4.21M	Buy	50,710 +1,670	+3%	+$145K	0.65%	35
2023 Q2	$4.25M	Buy	49,040 +6,170	+14%	+$440K	0.58%	38
2023 Q1	$2.75M	Sell	42,870 -23,350	-35%	-$1.4M	0.42%	58
2022 Q4	$3.7M	Buy	+66,220	New	+$3.32M	0.46%	56

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SYSTM Wealth Solutions's AVGO Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Broadcom (AVGO) stake by 100% in Q3 2024, selling an estimated $6.12M and leaving 29 shares worth $5K. The position accounts for 0.15% of the portfolio, ranked #40.

SYSTM Wealth Solutions first reported a position in AVGO in Q4 2022 and has held it in 8 quarters since. The position peaked at $6.5M in Q1 2024. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

SYSTM Wealth Solutions held 29 shares of Broadcom worth $5K as of Q3 2024.
SYSTM Wealth Solutions sold 38,201 Broadcom shares in Q3 2024, an estimated $6.12M.
Broadcom made up 0.15% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #40 holding.
SYSTM Wealth Solutions first reported a position in Broadcom in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Broadcom position peaked at $6.5M in Q1 2024.
3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.