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Tevis Investment Management’s Broadcom AVGO Stock Holding History

Tevis Investment Management’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
-2,260
Closed -$363K – 89
2024
Q2 		$363K Buy
2,260
+10
+0.4% +$1.4K 0.29% 76
2024
Q1 		$298K Sell
2,250
-840
-27% -$104K 0.25% 83
2023
Q4 		$345K Sell
3,090
-440
-12% -$41.7K 0.32% 73
2023
Q3 		$293K Buy
+3,530
New +$306K 0.3% 76
2022
Q3 		– Sell
-100
Closed -$5K – 394
2022
Q2 		$5K Buy
+100
New +$5.61K ﹤0.01% 417

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

Tevis Investment Management's AVGO Position: Q3 2024 in Review

Tevis Investment Management sold out of Broadcom (AVGO) in Q3 2024, closing a stake of 2,260 shares — an estimated $363K sold.

Tevis Investment Management first reported a position in AVGO in Q2 2022 and held it in 5 quarters. The position peaked at $363K in Q2 2024. 3,409 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Tevis Investment Management reported no remaining Broadcom position as of Q3 2024 after selling out during the quarter.
  • Tevis Investment Management sold 2,260 Broadcom shares in Q3 2024, an estimated $363K.
  • Tevis Investment Management first reported a position in Broadcom in Q2 2022 and held it in 5 quarters.
  • Tevis Investment Management's Broadcom position peaked at $363K in Q2 2024.
  • 3,409 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Tevis Investment Management's 13F filing for Q3 2024, filed 28 Oct 2024.