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AVGO icon

Unionview LLC’s Broadcom AVGO Stock Holding History

Unionview LLC’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 		$384K Sell
1,658
-40
-2% -$7.4K 0.28% 52
2024
Q3 		$293K Sell
1,698
-42
-2% -$6.73K 0.23% 65
2024
Q2 		$279K Sell
1,740
-40
-2% -$5.61K 0.23% 66
2024
Q1 		$236K Sell
1,780
-140
-7% -$17.3K 0.2% 80
2023
Q4 		$214K Buy
+1,920
New +$182K 0.19% 79
2022
Q2 		– Sell
-4,010
Closed -$253K – 79
2022
Q1 		$253K Sell
4,010
-130
-3% -$7.72K 0.24% 71
2021
Q4 		$275K Buy
+4,140
New +$233K 0.26% 70

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

Unionview LLC's AVGO Position: Q4 2024 in Review

Unionview LLC reduced its Broadcom (AVGO) stake by 2.4% in Q4 2024, selling an estimated $7.4K and leaving 1,658 shares worth $384K. The position accounts for 0.28% of the portfolio, ranked #52.

Unionview LLC first reported a position in AVGO in Q4 2021 and has held it in 7 quarters since. 3,914 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Unionview LLC held 1,658 shares of Broadcom worth $384K as of Q4 2024.
  • Unionview LLC sold 40 Broadcom shares in Q4 2024, an estimated $7.4K.
  • Broadcom made up 0.28% of Unionview LLC's portfolio in Q4 2024, its #52 holding.
  • Unionview LLC first reported a position in Broadcom in Q4 2021 and has held it in 7 quarters since.
  • 3,914 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.