Advocacy Wealth Management Services’s Broadcom AVGO Stock Holding History

Advocacy Wealth Management Services’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 Q4	–	Sell	-930	Closed	-$45K	–	45
2022 Q3	$45K	Hold	930	–	–	0.01%	48
2022 Q2	$45K	Buy	930 +60	+7%	+$3.37K	0.01%	50
2022 Q1	$55K	Buy	870 +260	+43%	+$15.4K	0.01%	47
2021 Q4	$41K	Hold	610	–	–	0.01%	61
2021 Q3	$30K	Hold	610	–	–	0.01%	70
2021 Q2	$29K	Hold	610	–	–	0.01%	90
2021 Q1	$29K	Sell	610 -240	-28%	-$11.1K	0.01%	77
2020 Q4	$37K	Hold	850	–	–	0.01%	61
2020 Q3	$31K	Sell	850 -100	-11%	-$3.35K	0.01%	64
2020 Q2	$30K	Sell	950 -180	-16%	-$5.04K	0.01%	64
2020 Q1	$25K	Buy	1,130 +90	+9%	+$2.54K	0.01%	61
2019 Q4	$33K	Sell	1,040 -50	-5%	-$1.52K	0.01%	63
2019 Q3	$30K	Buy	1,090 +150	+16%	+$4.26K	0.02%	63
2019 Q2	$27K	Buy	940 +160	+21%	+$4.66K	0.02%	77
2019 Q1	$24K	Buy	780 +170	+28%	+$4.61K	0.03%	72
2018 Q4	$16K	Buy	+610	New	+$14.4K	0.01%	93

Other funds holding AVGO

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

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

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Advocacy Wealth Management Services's AVGO Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Broadcom (AVGO) in Q4 2022, closing a stake of 930 shares — an estimated $45K sold.

Advocacy Wealth Management Services first reported a position in AVGO in Q4 2018 and held it in 16 quarters. The position peaked at $55K in Q1 2022. 2,141 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Broadcom position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 930 Broadcom shares in Q4 2022, an estimated $45K.
Advocacy Wealth Management Services first reported a position in Broadcom in Q4 2018 and held it in 16 quarters.
Advocacy Wealth Management Services's Broadcom position peaked at $55K in Q1 2022.
2,141 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.