Thomas J. Herzfeld Advisors’s Broadcom AVGO Stock Holding History

Thomas J. Herzfeld Advisors’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	-400	Closed	-$33.2K	–	173
2023 Q3	$33.2K	Sell	400 -50	-11%	-$4.33K	0.01%	139
2023 Q2	$38.9K	Sell	450 -10	-2%	-$713	0.02%	130
2023 Q1	$29.5K	Hold	460	–	–	0.01%	119
2022 Q4	$25.7K	Hold	460	–	–	0.01%	125
2022 Q3	$20K	Sell	460 -70	-13%	-$3.58K	0.01%	122
2022 Q2	$26K	Hold	530	–	–	0.01%	128
2022 Q1	$33K	Hold	530	–	–	0.01%	134
2021 Q4	$35K	Hold	530	–	–	0.01%	153
2021 Q3	$26K	Hold	530	–	–	0.01%	152
2021 Q2	$25K	Buy	530 +40	+8%	+$1.85K	0.01%	165
2021 Q1	$23K	Buy	490 +50	+11%	+$2.31K	0.01%	172
2020 Q4	$19K	Hold	440	–	–	0.01%	175
2020 Q3	$15K	Buy	440 +40	+10%	+$1.34K	0.01%	133
2020 Q2	$13K	Buy	+400	New	+$11.2K	0.01%	175

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

Thomas J. Herzfeld Advisors's AVGO Position: Q4 2023 in Review

Thomas J. Herzfeld Advisors sold out of Broadcom (AVGO) in Q4 2023, closing a stake of 400 shares — an estimated $33.2K sold.

Thomas J. Herzfeld Advisors first reported a position in AVGO in Q2 2020 and held it in 14 quarters. The position peaked at $38.9K in Q2 2023. 2,873 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

Thomas J. Herzfeld Advisors reported no remaining Broadcom position as of Q4 2023 after selling out during the quarter.
Thomas J. Herzfeld Advisors sold 400 Broadcom shares in Q4 2023, an estimated $33.2K.
Thomas J. Herzfeld Advisors first reported a position in Broadcom in Q2 2020 and held it in 14 quarters.
Thomas J. Herzfeld Advisors's Broadcom position peaked at $38.9K in Q2 2023.
2,873 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.