AW
AVGO icon

ACG Wealth’s Broadcom AVGO Stock Holding History

ACG Wealth’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 		– Sell
-3,190
Closed -$155K – 294
2022
Q2 		$155K Buy
+3,190
New +$179K 0.03% 272
2022
Q1 		– Sell
-4,590
Closed -$306K – 287
2021
Q4 		$306K Buy
+4,590
New +$258K 0.04% 261
2021
Q1 		– Sell
-4,940
Closed -$216K – 323
2020
Q4 		$216K Buy
+4,940
New +$193K 0.03% 286

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

ACG Wealth's AVGO Position: Q3 2022 in Review

ACG Wealth sold out of Broadcom (AVGO) in Q3 2022, closing a stake of 3,190 shares — an estimated $155K sold.

ACG Wealth first reported a position in AVGO in Q4 2020 and held it in 3 quarters. The position peaked at $306K in Q4 2021. 2,010 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

  • ACG Wealth reported no remaining Broadcom position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 3,190 Broadcom shares in Q3 2022, an estimated $155K.
  • ACG Wealth first reported a position in Broadcom in Q4 2020 and held it in 3 quarters.
  • ACG Wealth's Broadcom position peaked at $306K in Q4 2021.
  • 2,010 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.