AdvisorShares Investments’s Broadcom AVGO Stock Holding History

AdvisorShares Investments’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
2023 Q4	–	Sell	-4,840	Closed	-$402K	–	276
2023 Q3	$402K	Buy	+4,840	New	+$420K	0.11%	114
2022 Q2	–	Sell	-14,920	Closed	-$939K	–	240
2022 Q1	$939K	Sell	14,920 -26,820	-64%	-$1.59M	0.15%	64
2021 Q4	$2.78M	Buy	41,740 +500	+1%	+$28.1K	0.33%	18
2021 Q3	$2M	Buy	+41,240	New	+$2.01M	0.32%	29
2021 Q2	–	Sell	-45,940	Closed	-$2.13M	–	196
2021 Q1	$2.13M	Buy	45,940 +2,030	+5%	+$93.9K	0.27%	34
2020 Q4	$1.92M	Buy	43,910 +6,720	+18%	+$262K	0.45%	27
2020 Q3	$1.35K	Buy	37,190 +5,060	+16%	+$169K	0.07%	33
2020 Q2	$1.01M	Buy	+32,130	New	+$899K	0.43%	39
2020 Q1	–	Sell	-23,520	Closed	-$743K	–	96
2019 Q4	$743K	Buy	+23,520	New	+$714K	0.46%	89

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AdvisorShares Investments's AVGO Position: Q4 2023 in Review

AdvisorShares Investments sold out of Broadcom (AVGO) in Q4 2023, closing a stake of 4,840 shares — an estimated $402K sold.

AdvisorShares Investments first reported a position in AVGO in Q4 2019 and held it in 9 quarters. The position peaked at $2.78M in Q4 2021. 2,873 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

AdvisorShares Investments reported no remaining Broadcom position as of Q4 2023 after selling out during the quarter.
AdvisorShares Investments sold 4,840 Broadcom shares in Q4 2023, an estimated $402K.
AdvisorShares Investments first reported a position in Broadcom in Q4 2019 and held it in 9 quarters.
AdvisorShares Investments's Broadcom position peaked at $2.78M in Q4 2021.
2,873 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on AdvisorShares Investments's 13F filing for Q4 2023, filed 13 Feb 2024.