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Waypoint Capital Advisors’s Broadcom AVGO Stock Holding History

Waypoint Capital Advisors’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
Q3 		$1.41M Buy
8,189
+69
+0.8% +$11.1K 0.3% 59
2024
Q2 		$1.3M Buy
8,120
+430
+6% +$60.3K 0.33% 56
2024
Q1 		$1.02M Buy
7,690
+470
+7% +$58.2K 0.27% 64
2023
Q4 		$806K Buy
7,220
+970
+16% +$91.8K 0.23% 70
2023
Q3 		$519K Buy
6,250
+230
+4% +$19.9K 0.17% 75
2023
Q2 		$522K Buy
6,020
+80
+1% +$5.71K 0.16% 88
2023
Q1 		$381K Sell
5,940
-30
-0.5% -$1.8K 0.12% 99
2022
Q4 		$334K Buy
5,970
+950
+19% +$47.6K 0.12% 105
2022
Q3 		$224K Sell
5,020
-60
-1% -$3.06K 0.1% 106
2022
Q2 		$247K Sell
5,080
-880
-15% -$49.4K 0.11% 101
2022
Q1 		$375K Buy
5,960
+440
+8% +$26.1K 0.22% 81
2021
Q4 		$367K Buy
+5,520
New +$310K 0.25% 66

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waypoint Capital Advisors's AVGO Position: Q3 2024 in Review

Waypoint Capital Advisors increased its Broadcom (AVGO) stake by 0.85% in Q3 2024, buying an estimated $11.1K and bringing the position to 8,189 shares worth $1.41M. The position accounts for 0.3% of the portfolio, ranked #59.

Waypoint Capital Advisors first reported a position in AVGO in Q4 2021 and has held it in 12 quarters since. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Waypoint Capital Advisors held 8,189 shares of Broadcom worth $1.41M as of Q3 2024.
  • Waypoint Capital Advisors bought 69 Broadcom shares in Q3 2024, an estimated $11.1K.
  • Broadcom made up 0.3% of Waypoint Capital Advisors's portfolio in Q3 2024, its #59 holding.
  • Waypoint Capital Advisors first reported a position in Broadcom in Q4 2021 and has held it in 12 quarters since.
  • 3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.