VAM
AVGO icon

Valliance Asset Management’s Broadcom AVGO Stock Holding History

Valliance Asset Management’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 		– Sell
-30,000
Closed -$5.17M – 21
2024
Q3 		$5.17M Buy
+30,000
New +$4.81M 6.31% 3
2023
Q4 		– Sell
-22,650
Closed -$1.88M – 9
2023
Q3 		$1.88M Buy
+22,650
New +$1.96M 6.84% 6

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

Valliance Asset Management's AVGO Position: Q4 2024 in Review

Valliance Asset Management sold out of Broadcom (AVGO) in Q4 2024, closing a stake of 30,000 shares — an estimated $5.17M sold.

Valliance Asset Management first reported a position in AVGO in Q3 2023 and held it in 2 quarters. The position peaked at $5.17M in Q3 2024. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Valliance Asset Management reported no remaining Broadcom position as of Q4 2024 after selling out during the quarter.
  • Valliance Asset Management sold 30,000 Broadcom shares in Q4 2024, an estimated $5.17M.
  • Valliance Asset Management first reported a position in Broadcom in Q3 2023 and held it in 2 quarters.
  • Valliance Asset Management's Broadcom position peaked at $5.17M in Q3 2024.
  • 3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Valliance Asset Management's 13F filing for Q4 2024, filed 4 Feb 2025.