TFO Wealth Partners’s Broadcom AVGO Stock Holding History

TFO Wealth 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
2023 Q4	–	Sell	-1,660	Closed	-$144K	–	944
2023 Q3	$144K	Buy	1,660 +840	+102%	+$72.8K	0.03%	54
2023 Q2	$71.1K	Buy	+820	New	+$58.5K	0.02%	63
2023 Q1	–	Sell	-220	Closed	-$1.13K	–	828
2022 Q4	$1.13K	Buy	+220	New	+$11K	﹤0.01%	340
2022 Q3	–	Sell	-80	Closed	-$4K	–	166
2022 Q2	$4K	Buy	+80	New	+$4.49K	﹤0.01%	220
2022 Q1	–	Sell	-410	Closed	-$25K	–	122
2021 Q4	$25K	Buy	+410	New	+$23K	﹤0.01%	75
2021 Q3	–	Sell	-100	Closed	-$5K	–	145
2021 Q2	$5K	Buy	+100	New	+$4.63K	﹤0.01%	84
2020 Q1	–	Sell	-750	Closed	-$23K	–	127
2019 Q4	$23K	Buy	+750	New	+$22.8K	0.02%	92

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TFO Wealth Partners's AVGO Position: Q4 2023 in Review

TFO Wealth Partners sold out of Broadcom (AVGO) in Q4 2023, closing a stake of 1,660 shares — an estimated $144K sold.

TFO Wealth Partners first reported a position in AVGO in Q4 2019 and held it in 7 quarters. The position peaked at $144K in Q3 2023. 2,873 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

TFO Wealth Partners reported no remaining Broadcom position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 1,660 Broadcom shares in Q4 2023, an estimated $144K.
TFO Wealth Partners first reported a position in Broadcom in Q4 2019 and held it in 7 quarters.
TFO Wealth Partners's Broadcom position peaked at $144K in Q3 2023.
2,873 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.