Aevitas Wealth Management’s Broadcom AVGO Stock Holding History

Aevitas Wealth Management’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	$268K	Buy	+4,790	New	+$240K	0.16%	102
2022 Q2	–	Sell	-3,420	Closed	-$215K	–	110
2022 Q1	$215K	Buy	3,420 +300	+10%	+$17.8K	0.13%	113
2021 Q4	$208K	Buy	+3,120	New	+$175K	0.12%	118
2018 Q2	–	Sell	-30	Closed	-$1K	–	435
2018 Q1	$1K	Hold	30	–	–	﹤0.01%	421
2017 Q4	$1K	Buy	+30	New	+$780	﹤0.01%	412

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

Aevitas Wealth Management's AVGO Position: Q4 2022 in Review

Aevitas Wealth Management opened a new position in Broadcom (AVGO) in Q4 2022: 4,790 shares worth $268K. The stake represents 0.16% of the portfolio and ranks #102 among its holdings. This is a return to the name: Aevitas Wealth Management previously reported a position in AVGO as recently as Q1 2022.

Aevitas Wealth Management first reported a position in AVGO in Q4 2017 and has held it in 5 quarters since. 2,141 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

Aevitas Wealth Management held 4,790 shares of Broadcom worth $268K as of Q4 2022.
Broadcom was a new Aevitas Wealth Management position in Q4 2022.
Broadcom made up 0.16% of Aevitas Wealth Management's portfolio in Q4 2022, its #102 holding.
Aevitas Wealth Management first reported a position in Broadcom in Q4 2017 and has held it in 5 quarters since.
2,141 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.