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WealthSource Partners’s Broadcom AVGO Stock Holding History

WealthSource Partners’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
Q4 		$2.31M Sell
20,710
-90
-0.4% -$8.52K 0.15% 110
2023
Q3 		$1.73M Sell
20,800
-450
-2% -$39K 0.12% 142
2023
Q2 		$1.84M Buy
21,250
+490
+2% +$34.9K 0.12% 135
2023
Q1 		$1.33M Buy
20,760
+10
+0% +$602 0.09% 167
2022
Q4 		$1.16M Sell
20,750
-1,880
-8% -$94.3K 0.08% 170
2022
Q3 		$1M Sell
22,630
-480
-2% -$24.5K 0.07% 190
2022
Q2 		$1.12M Sell
23,110
-3,050
-12% -$171K 0.08% 175
2022
Q1 		$1.65M Buy
26,160
+19,230
+277% +$1.14M 0.11% 151
2021
Q4 		$461K Buy
6,930
+170
+3% +$9.56K 0.04% 322
2021
Q3 		$328K Sell
6,760
-250
-4% -$12.2K 0.03% 375
2021
Q2 		$334K Buy
7,010
+380
+6% +$17.6K 0.03% 339
2021
Q1 		$307K Sell
6,630
-400
-6% -$18.5K 0.03% 333
2020
Q4 		$308K Sell
7,030
-4,920
-41% -$192K 0.04% 285
2020
Q3 		$435K Sell
11,950
-350
-3% -$11.7K 0.06% 211
2020
Q2 		$388K Sell
12,300
-4,800
-28% -$134K 0.06% 209
2020
Q1 		$405K Buy
17,100
+330
+2% +$9.3K 0.06% 199
2019
Q4 		$530K Sell
16,770
-1,690
-9% -$51.3K 0.07% 221
2019
Q3 		$510K Buy
18,460
+70
+0.4% +$1.99K 0.08% 232
2019
Q2 		$529K Sell
18,390
-1,590
-8% -$46.3K 0.08% 227
2019
Q1 		$601K Buy
19,980
+8,280
+71% +$224K 0.14% 143
2018
Q4 		$298K Buy
+11,700
New +$276K 0.09% 212

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthSource Partners's AVGO Position: Q4 2023 in Review

WealthSource Partners reduced its Broadcom (AVGO) stake by 0.43% in Q4 2023, selling an estimated $8.52K and leaving 20,710 shares worth $2.31M. The position accounts for 0.15% of the portfolio, ranked #110.

WealthSource Partners first reported a position in AVGO in Q4 2018 and has held it in 21 quarters since. 2,874 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

  • WealthSource Partners held 20,710 shares of Broadcom worth $2.31M as of Q4 2023.
  • WealthSource Partners sold 90 Broadcom shares in Q4 2023, an estimated $8.52K.
  • Broadcom made up 0.15% of WealthSource Partners's portfolio in Q4 2023, its #110 holding.
  • WealthSource Partners first reported a position in Broadcom in Q4 2018 and has held it in 21 quarters since.
  • 2,874 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.