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TrinityPoint Wealth’s Broadcom AVGO Stock Holding History

TrinityPoint Wealth’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
Q4 		$3.45M Sell
14,883
-1,455
-9% -$269K 0.48% 55
2024
Q3 		$2.82M Sell
16,338
-1,812
-10% -$290K 0.41% 62
2024
Q2 		$2.91M Sell
18,150
-580
-3% -$81.3K 0.46% 57
2024
Q1 		$2.48M Sell
18,730
-60
-0.3% -$7.43K 0.41% 62
2023
Q4 		$2.1M Sell
18,790
-1,150
-6% -$109K 0.38% 69
2023
Q3 		$1.66M Sell
19,940
-2,080
-9% -$180K 0.33% 84
2023
Q2 		$1.91M Sell
22,020
-940
-4% -$67K 0.37% 70
2023
Q1 		$1.47M Sell
22,960
-640
-3% -$38.5K 0.32% 86
2022
Q4 		$1.32M Buy
23,600
+20
+0.1% +$1K 0.3% 91
2022
Q3 		$1.05M Sell
23,580
-520
-2% -$26.6K 0.24% 106
2022
Q2 		$1.17M Sell
24,100
-500
-2% -$28.1K 0.26% 89
2022
Q1 		$1.55M Buy
24,600
+1,000
+4% +$59.4K 0.28% 80
2021
Q4 		$1.57M Sell
23,600
-340
-1% -$19.1K 0.28% 83
2021
Q3 		$1.16M Buy
23,940
+3,270
+16% +$159K 0.22% 96
2021
Q2 		$986K Buy
20,670
+1,660
+9% +$76.9K 0.2% 111
2021
Q1 		$881K Buy
+19,010
New +$879K 0.21% 109

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrinityPoint Wealth's AVGO Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Broadcom (AVGO) stake by 8.9% in Q4 2024, selling an estimated $269K and leaving 14,883 shares worth $3.45M. The position accounts for 0.48% of the portfolio, ranked #55.

TrinityPoint Wealth first reported a position in AVGO in Q1 2021 and has held it in 16 quarters since. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • TrinityPoint Wealth held 14,883 shares of Broadcom worth $3.45M as of Q4 2024.
  • TrinityPoint Wealth sold 1,455 Broadcom shares in Q4 2024, an estimated $269K.
  • Broadcom made up 0.48% of TrinityPoint Wealth's portfolio in Q4 2024, its #55 holding.
  • TrinityPoint Wealth first reported a position in Broadcom in Q1 2021 and has held it in 16 quarters since.
  • 3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.