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Wunderlich Capital Managemnt’s Broadcom AVGO Stock Holding History

Wunderlich Capital Managemnt’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 		$6.1M Sell
37,980
-620
-2% -$86.9K 2.72% 6
2024
Q1 		$5.12M Sell
38,600
-10,380
-21% -$1.29M 2.31% 8
2023
Q4 		$5.47M Sell
48,980
-1,960
-4% -$186K 2.46% 8
2023
Q3 		$4.23M Sell
50,940
-1,550
-3% -$134K 2.09% 13
2023
Q2 		$4.55M Sell
52,490
-710
-1% -$50.6K 2.24% 11
2023
Q1 		$3.41M Sell
53,200
-810
-1% -$48.7K 1.78% 17
2022
Q4 		$3.02M Sell
54,010
-330
-0.6% -$16.5K 1.68% 24
2022
Q3 		$2.41M Buy
54,340
+900
+2% +$46K 1.54% 25
2022
Q2 		$2.6M Sell
53,440
-40
-0.1% -$2.25K 1.51% 23
2022
Q1 		$3.37M Sell
53,480
-350
-0.7% -$20.8K 1.59% 20
2021
Q4 		$3.58M Buy
53,830
+360
+0.7% +$20.2K 1.6% 18
2021
Q3 		$2.59M Buy
53,470
+960
+2% +$46.7K 1.25% 37
2021
Q2 		$2.5M Buy
52,510
+840
+2% +$38.9K 1.27% 37
2021
Q1 		$2.4M Sell
51,670
-880
-2% -$40.7K 1.31% 37
2020
Q4 		$2.3M Sell
52,550
-70
-0.1% -$2.73K 1.27% 33
2020
Q3 		$1.92M Buy
52,620
+220
+0.4% +$7.37K 1.19% 35
2020
Q2 		$1.65M Buy
52,400
+490
+0.9% +$13.7K 1.16% 35
2020
Q1 		$1.23M Sell
51,910
-1,460
-3% -$41.1K 1.01% 47
2019
Q4 		$1.69M Sell
53,370
-130
-0.2% -$3.95K 1.06% 53
2019
Q3 		$1.48M Buy
53,500
+440
+0.8% +$12.5K 1.02% 57
2019
Q2 		$1.53M Buy
53,060
+1,850
+4% +$53.9K 1.01% 52
2019
Q1 		$1.54M Buy
51,210
+1,210
+2% +$32.8K 1.07% 50
2018
Q4 		$1.27M Buy
+50,000
New +$1.18M 0.98% 55
2018
Q2 		– Sell
-37,210
Closed -$877K – 89
2018
Q1 		$877K Buy
37,210
+780
+2% +$19.6K 0.6% 77
2017
Q4 		$936K Buy
+36,430
New +$947K 0.65% 73

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wunderlich Capital Managemnt's AVGO Position: Q2 2024 in Review

Wunderlich Capital Managemnt reduced its Broadcom (AVGO) stake by 1.6% in Q2 2024, selling an estimated $86.9K and leaving 37,980 shares worth $6.1M. The position accounts for 2.72% of the portfolio, ranked #6.

Wunderlich Capital Managemnt first reported a position in AVGO in Q4 2017 and has held it in 25 quarters since. 3,271 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

  • Wunderlich Capital Managemnt held 37,980 shares of Broadcom worth $6.1M as of Q2 2024.
  • Wunderlich Capital Managemnt sold 620 Broadcom shares in Q2 2024, an estimated $86.9K.
  • Broadcom made up 2.72% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #6 holding.
  • Wunderlich Capital Managemnt first reported a position in Broadcom in Q4 2017 and has held it in 25 quarters since.
  • 3,271 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.