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Vantage Financial Partners (Illinois)’s Broadcom AVGO Stock Holding History

Vantage Financial Partners (Illinois)’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
Q2 		$1.42M Sell
8,860
-1,100
-11% -$154K 0.35% 47
2024
Q1 		$1.32M Buy
9,960
+100
+1% +$12.4K 0.34% 49
2023
Q4 		$1.1M Buy
9,860
+5,410
+122% +$512K 0.33% 51
2023
Q3 		$370K Sell
4,450
-200
-4% -$17.3K 0.21% 72
2023
Q2 		$403K Sell
4,650
-18,200
-80% -$1.3M 0.22% 65
2023
Q1 		$1.47M Hold
22,850
– – 0.87% 24
2022
Q4 		$1.28M Buy
22,850
+750
+3% +$37.6K 0.73% 36
2022
Q3 		$981K Sell
22,100
-750
-3% -$38.3K 0.63% 34
2022
Q2 		$1.11M Buy
22,850
+1,500
+7% +$84.2K 0.66% 36
2022
Q1 		$1.34M Buy
21,350
+1,250
+6% +$74.2K 0.7% 30
2021
Q4 		$1.34M Buy
20,100
+2,450
+14% +$138K 0.68% 29
2021
Q3 		$856K Buy
17,650
+500
+3% +$24.3K 0.46% 40
2021
Q2 		$818K Buy
17,150
+2,200
+15% +$102K 0.46% 39
2021
Q1 		$693K Buy
14,950
+8,190
+121% +$379K 0.39% 43
2020
Q4 		$296K Buy
+6,760
New +$264K 0.17% 64

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

Vantage Financial Partners (Illinois)'s AVGO Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) reduced its Broadcom (AVGO) stake by 11% in Q2 2024, selling an estimated $154K and leaving 8,860 shares worth $1.42M. The position accounts for 0.35% of the portfolio, ranked #47.

Vantage Financial Partners (Illinois) first reported a position in AVGO in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.47M in Q1 2023. 3,271 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 8,860 shares of Broadcom worth $1.42M as of Q2 2024.
  • Vantage Financial Partners (Illinois) sold 1,100 Broadcom shares in Q2 2024, an estimated $154K.
  • Broadcom made up 0.35% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #47 holding.
  • Vantage Financial Partners (Illinois) first reported a position in Broadcom in Q4 2020 and has held it in 15 quarters since.
  • Vantage Financial Partners (Illinois)'s Broadcom position peaked at $1.47M in Q1 2023.
  • 3,271 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.