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Wealth Management Solutions’s Broadcom AVGO Stock Holding History

Wealth Management Solutions’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
2023
Q3 		$380K Hold
4,580
– – 0.26% 53
2023
Q2 		$397K Sell
4,580
-2,130
-32% -$152K 0.26% 51
2023
Q1 		$430K Buy
6,710
+30
+0.4% +$1.8K 0.25% 47
2022
Q4 		$374K Buy
6,680
+30
+0.5% +$1.5K 0.2% 60
2022
Q3 		$295K Buy
6,650
+40
+0.6% +$2.04K 0.17% 60
2022
Q2 		$321K Buy
6,610
+40
+0.6% +$2.25K 0.18% 60
2022
Q1 		$414K Sell
6,570
-1,400
-18% -$83.2K 0.22% 63
2021
Q4 		$531K Buy
+7,970
New +$448K 0.27% 59

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Management Solutions's AVGO Position: Q3 2023 in Review

Wealth Management Solutions held its Broadcom (AVGO) position steady in Q3 2023 at 4,580 shares worth $380K. The position accounts for 0.26% of the portfolio, ranked #53.

Wealth Management Solutions first reported a position in AVGO in Q4 2021 and has held it in 8 quarters since. The position peaked at $531K in Q4 2021. 2,458 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

  • Wealth Management Solutions held 4,580 shares of Broadcom worth $380K as of Q3 2023.
  • Wealth Management Solutions left its Broadcom share count unchanged in Q3 2023.
  • Broadcom made up 0.26% of Wealth Management Solutions's portfolio in Q3 2023, its #53 holding.
  • Wealth Management Solutions first reported a position in Broadcom in Q4 2021 and has held it in 8 quarters since.
  • Wealth Management Solutions's Broadcom position peaked at $531K in Q4 2021.
  • 2,458 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.