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AVGO icon

TCWP’s Broadcom AVGO Stock Holding History

TCWP’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
-4,870
Closed -$782K – 7
2024
Q2 		$782K Buy
4,870
+10
+0.2% +$1.4K 1.92% 15
2024
Q1 		$644K Sell
4,860
-10
-0.2% -$1.24K 1.71% 17
2023
Q4 		$544K Sell
4,870
-24,310
-83% -$2.3M 1.54% 23
2023
Q3 		$2.42M Sell
29,180
-2,340
-7% -$203K 1.85% 16
2023
Q2 		$2.73M Sell
31,520
-10,240
-25% -$730K 0.58% 51
2023
Q1 		$2.68M Buy
41,760
+1,990
+5% +$120K 0.51% 63
2022
Q4 		$2.22M Buy
39,770
+870
+2% +$43.6K 0.45% 70
2022
Q3 		$1.73M Buy
38,900
+3,020
+8% +$154K 0.37% 82
2022
Q2 		$1.74M Buy
35,880
+14,490
+68% +$813K 0.37% 76
2022
Q1 		$1.35M Sell
21,390
-7,530
-26% -$447K 0.24% 91
2021
Q4 		$1.92M Buy
+28,920
New +$1.63M 0.38% 75

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

TCWP's AVGO Position: Q3 2024 in Review

TCWP sold out of Broadcom (AVGO) in Q3 2024, closing a stake of 4,870 shares — an estimated $782K sold.

TCWP first reported a position in AVGO in Q4 2021 and held it in 11 quarters. The position peaked at $2.73M in Q2 2023. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • TCWP reported no remaining Broadcom position as of Q3 2024 after selling out during the quarter.
  • TCWP sold 4,870 Broadcom shares in Q3 2024, an estimated $782K.
  • TCWP first reported a position in Broadcom in Q4 2021 and held it in 11 quarters.
  • TCWP's Broadcom position peaked at $2.73M in Q2 2023.
  • 3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.