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Ahrens Investment Partners’s Broadcom AVGO Stock Holding History

Ahrens Investment Partners’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
Q1 		$1.93K Buy
+30
New +$1.8K ﹤0.01% 891
2022
Q3 		– Sell
-400
Closed -$19K – 211
2022
Q2 		$19K Sell
400
-50
-11% -$2.81K 0.01% 507
2022
Q1 		$28K Buy
450
+250
+125% +$14.8K 0.01% 520
2021
Q4 		$13K Buy
+200
New +$11.2K 0.01% 671

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Ahrens Investment Partners's AVGO Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Broadcom (AVGO) in Q1 2023: 30 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in AVGO as recently as Q2 2022.

Ahrens Investment Partners first reported a position in AVGO in Q4 2021 and has held it in 4 quarters since. The position peaked at $28K in Q1 2022. 2,200 funds tracked by Wall St. Rank hold AVGO as of Q1 2023.

  • Ahrens Investment Partners held 30 shares of Broadcom worth $1.93K as of Q1 2023.
  • Broadcom was a new Ahrens Investment Partners position in Q1 2023.
  • Broadcom made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #891 holding.
  • Ahrens Investment Partners first reported a position in Broadcom in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Broadcom position peaked at $28K in Q1 2022.
  • 2,200 funds tracked by Wall St. Rank held Broadcom as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.