XR Securities’s Broadcom AVGO Stock Holding History

XR Securities’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	–	Sell	-6,000	Closed	-$963K	–	182
2024 Q2	$963K	Buy	6,000 +2,000	+50%	+$280K	0.18%	97
2024 Q1	$530K	Sell	4,000 -47,000	-92%	-$5.82M	0.02%	200
2023 Q4	$5.69M	Buy	51,000 +37,000	+264%	+$3.5M	0.21%	43
2023 Q3	$1.16M	Sell	14,000 -9,000	-39%	-$780K	0.09%	153
2023 Q2	$2M	Sell	23,000 -32,000	-58%	-$2.28M	0.1%	91
2023 Q1	$3.53M	Buy	55,000 +45,000	+450%	+$2.71M	0.09%	57
2022 Q4	$559K	Buy	+10,000	New	+$501K	0.05%	251
2019 Q4	–	Sell	-126,000	Closed	-$102K	–	240
2019 Q3	$102K	Sell	126,000 -22,000	-15%	-$626K	0.01%	142
2019 Q2	$105K	Sell	148,000 -3,000	-2%	-$87.4K	0.02%	163
2019 Q1	$92K	Hold	151,000	–	–	0.01%	174
2018 Q4	$112K	Buy	+151,000	New	+$3.56M	0.05%	161

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

XR Securities's AVGO Position: Q2 2024 in Review

XR Securities sold out of Broadcom (AVGO) in Q2 2024, closing a stake of 8,490 shares — an estimated $1.19M sold.

XR Securities first reported a position in AVGO in Q2 2018 and held it in 15 quarters. The position peaked at $1.79M in Q2 2019. 3,270 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

XR Securities reported no remaining Broadcom position as of Q2 2024 after selling out during the quarter.
XR Securities sold 8,490 Broadcom shares in Q2 2024, an estimated $1.19M.
XR Securities first reported a position in Broadcom in Q2 2018 and held it in 15 quarters.
XR Securities's Broadcom position peaked at $1.79M in Q2 2019.
3,270 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on XR Securities's 13F filing for Q2 2024, filed 5 Aug 2024.