5L
AVGO icon

55I LLC’s Broadcom AVGO Stock Holding History

55I LLC’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
2022
Q3 		$2.01M Buy
45,250
+26,180
+137% +$1.34M 0.06% 184
2022
Q2 		$926K Sell
19,070
-11,950
-39% -$671K 0.03% 276
2022
Q1 		$1.95M Sell
31,020
-30
-0.1% -$1.78K 0.05% 187
2021
Q4 		$2.07M Buy
+31,050
New +$1.75M 0.05% 179

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

55I LLC's AVGO Position: Q3 2022 in Review

55I LLC increased its Broadcom (AVGO) stake by 137% in Q3 2022, buying an estimated $1.34M and bringing the position to 45,250 shares worth $2.01M. The position accounts for 0.06% of the portfolio, ranked #184.

55I LLC first reported a position in AVGO in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.07M in Q4 2021. 2,010 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

  • 55I LLC held 45,250 shares of Broadcom worth $2.01M as of Q3 2022.
  • 55I LLC bought 26,180 Broadcom shares in Q3 2022, an estimated $1.34M.
  • Broadcom made up 0.06% of 55I LLC's portfolio in Q3 2022, its #184 holding.
  • 55I LLC first reported a position in Broadcom in Q4 2021 and has held it in 4 quarters since.
  • 55I LLC's Broadcom position peaked at $2.07M in Q4 2021.
  • 2,010 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.