Wafra Inc’s Broadcom AVGO Stock Holding History

Wafra Inc’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	–	Sell	-300,760	Closed	-$39.9M	–	8
2024 Q1	$39.9M	Buy	300,760 +157,610	+110%	+$19.5M	2.09%	10
2023 Q4	$16M	Buy	143,150 +87,520	+157%	+$8.29M	0.94%	38
2023 Q3	$4.62M	Buy	+55,630	New	+$4.82M	0.15%	59

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wafra Inc's AVGO Position: Q2 2024 in Review

Wafra Inc sold out of Broadcom (AVGO) in Q2 2024, closing a stake of 300,760 shares — an estimated $39.9M sold.

Wafra Inc first reported a position in AVGO in Q3 2023 and held it in 3 quarters. The position peaked at $39.9M in Q1 2024. 3,271 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

Wafra Inc reported no remaining Broadcom position as of Q2 2024 after selling out during the quarter.
Wafra Inc sold 300,760 Broadcom shares in Q2 2024, an estimated $39.9M.
Wafra Inc first reported a position in Broadcom in Q3 2023 and held it in 3 quarters.
Wafra Inc's Broadcom position peaked at $39.9M in Q1 2024.
3,271 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Wafra Inc's 13F filing for Q2 2024, filed 5 Aug 2024.