Tiedemann Advisors’s Broadcom AVGO Stock Holding History

Tiedemann 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 Q3	$1.2M	Sell	14,450 -30	-0.2%	-$2.6K	0.05%	108
2023 Q2	$1.26M	Sell	14,480 -20	-0.1%	-$1.43K	0.05%	102
2023 Q1	$930K	Buy	+14,500	New	+$872K	0.04%	117
2019 Q4	–	Sell	-11,920	Closed	-$333K	–	299
2019 Q3	$333K	Buy	11,920 +3,230	+37%	+$91.8K	0.02%	250
2019 Q2	$252K	Sell	8,690 -18,790	-68%	-$548K	0.01%	253
2019 Q1	$828K	Sell	27,480 -60	-0.2%	-$1.63K	0.04%	238
2018 Q4	$700K	Buy	27,540 +18,450	+203%	+$435K	0.04%	248
2018 Q3	$224K	Sell	9,090 -1,490	-14%	-$33.4K	0.01%	289
2018 Q2	$258K	Buy	10,580 +1,220	+13%	+$29.9K	0.02%	261
2018 Q1	$221K	Buy	+9,360	New	+$236K	0.02%	252

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tiedemann Advisors's AVGO Position: Q3 2023 in Review

Tiedemann Advisors reduced its Broadcom (AVGO) stake by 0.21% in Q3 2023, selling an estimated $2.6K and leaving 14,450 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #108.

Tiedemann Advisors first reported a position in AVGO in Q1 2018 and has held it in 10 quarters since. The position peaked at $1.26M in Q2 2023. 2,457 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

Tiedemann Advisors held 14,450 shares of Broadcom worth $1.2M as of Q3 2023.
Tiedemann Advisors sold 30 Broadcom shares in Q3 2023, an estimated $2.6K.
Broadcom made up 0.05% of Tiedemann Advisors's portfolio in Q3 2023, its #108 holding.
Tiedemann Advisors first reported a position in Broadcom in Q1 2018 and has held it in 10 quarters since.
Tiedemann Advisors's Broadcom position peaked at $1.26M in Q2 2023.
2,457 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.