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Wilbanks Smith & Thomas Asset Management’s Broadcom AVGO Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q1 		$4.44M Sell
33,470
-1,910
-5% -$237K 0.12% 115
2023
Q4 		$3.95M Buy
35,380
+950
+3% +$90K 0.12% 119
2023
Q3 		$2.86M Buy
34,430
+1,030
+3% +$89.3K 0.1% 130
2023
Q2 		$2.9M Buy
33,400
+3,050
+10% +$218K 0.1% 134
2023
Q1 		$1.95M Sell
30,350
-1,350
-4% -$81.2K 0.07% 162
2022
Q4 		$1.77M Sell
31,700
-7,310
-19% -$367K 0.07% 174
2022
Q3 		$1.73M Sell
39,010
-2,680
-6% -$137K 0.07% 159
2022
Q2 		$2.03M Buy
41,690
+1,310
+3% +$73.5K 0.09% 153
2022
Q1 		$2.35M Sell
40,380
-210,260
-84% -$12.5M 0.09% 146
2021
Q4 		$16.7M Buy
250,640
+12,610
+5% +$709K 0.58% 34
2021
Q3 		$11.5M Buy
238,030
+10,010
+4% +$487K 0.45% 54
2021
Q2 		$10.9M Buy
228,020
+17,780
+8% +$824K 0.43% 59
2021
Q1 		$9.75M Buy
210,240
+12,410
+6% +$574K 0.42% 57
2020
Q4 		$8.66M Buy
197,830
+91,460
+86% +$3.57M 0.41% 60
2020
Q3 		$3.88M Buy
106,370
+76,120
+252% +$2.55M 0.21% 94
2020
Q2 		$955K Buy
30,250
+1,450
+5% +$40.6K 0.06% 167
2020
Q1 		$683K Buy
28,800
+6,770
+31% +$191K 0.05% 191
2019
Q4 		$696K Buy
22,030
+8,220
+60% +$250K 0.04% 204
2019
Q3 		$381K Buy
13,810
+6,170
+81% +$175K 0.02% 270
2019
Q2 		$220K Sell
7,640
-350
-4% -$10.2K 0.01% 384
2019
Q1 		$240K Sell
7,990
-2,220
-22% -$60.2K 0.02% 350
2018
Q4 		$260K Buy
10,210
+2,780
+37% +$65.6K 0.02% 288
2018
Q3 		$183K Buy
+7,430
New +$167K 0.01% 412

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

Wilbanks Smith & Thomas Asset Management's AVGO Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Broadcom (AVGO) stake by 5.4% in Q1 2024, selling an estimated $237K and leaving 33,470 shares worth $4.44M. The position accounts for 0.12% of the portfolio, ranked #115.

Wilbanks Smith & Thomas Asset Management first reported a position in AVGO in Q3 2018 and has held it in 23 quarters since. The position peaked at $16.7M in Q4 2021. 3,066 funds tracked by Wall St. Rank hold AVGO as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 33,470 shares of Broadcom worth $4.44M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 1,910 Broadcom shares in Q1 2024, an estimated $237K.
  • Broadcom made up 0.12% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #115 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Broadcom in Q3 2018 and has held it in 23 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Broadcom position peaked at $16.7M in Q4 2021.
  • 3,066 funds tracked by Wall St. Rank held Broadcom as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.