Amica Retiree Medical Trust’s Broadcom AVGO Stock Holding History

Amica Retiree Medical Trust’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	-10,960	Closed	-$532K	–	104
2022 Q2	$532K	Sell	10,960 -2,900	-21%	-$163K	0.6%	61
2022 Q1	$873K	Sell	13,860 -7,960	-36%	-$473K	0.82%	37
2021 Q4	$1.45M	Sell	21,820 -3,780	-15%	-$212K	1.23%	19
2021 Q3	$1.24M	Sell	25,600 -7,730	-23%	-$376K	1.12%	24
2021 Q2	$1.59M	Hold	33,330	–	–	1.01%	28
2021 Q1	$1.54M	Hold	33,330	–	–	1.04%	23
2020 Q4	$1.46M	Hold	33,330	–	–	1.03%	24
2020 Q3	$1.21M	Hold	33,330	–	–	0.94%	25
2020 Q2	$1.05M	Hold	33,330	–	–	0.83%	25
2020 Q1	$790K	Buy	33,330 +7,980	+31%	+$225K	0.71%	35
2019 Q4	$801K	Hold	25,350	–	–	0.62%	39
2019 Q3	$700K	Sell	25,350 -4,930	-16%	-$140K	0.56%	44
2019 Q2	$872K	Hold	30,280	–	–	0.71%	34
2019 Q1	$911K	Hold	30,280	–	–	0.8%	24
2018 Q4	$770K	Hold	30,280	–	–	0.73%	31
2018 Q3	$747K	Buy	30,280 +4,880	+19%	+$109K	0.62%	36
2018 Q2	$616K	Hold	25,400	–	–	0.54%	44
2018 Q1	$599K	Sell	25,400 -14,730	-37%	-$371K	0.52%	52
2017 Q4	$1.03M	Hold	40,130	–	–	0.78%	25
2017 Q3	$973K	Hold	40,130	–	–	0.77%	23
2017 Q2	$935K	Buy	40,130 +4,870	+14%	+$113K	0.76%	24
2017 Q1	$772K	Buy	35,260 +5,450	+18%	+$112K	0.62%	32
2016 Q4	$527K	Buy	29,810 +12,570	+73%	+$218K	0.42%	61
2016 Q3	$297K	Hold	17,240	–	–	0.25%	106
2016 Q2	$268K	Hold	17,240	–	–	0.23%	122
2016 Q1	$266K	Buy	+17,240	New	+$233K	0.23%	124

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Amica Retiree Medical Trust's AVGO Position: Q3 2022 in Review

Amica Retiree Medical Trust sold out of Broadcom (AVGO) in Q3 2022, closing a stake of 10,960 shares — an estimated $532K sold.

Amica Retiree Medical Trust first reported a position in AVGO in Q1 2016 and held it in 26 quarters. The position peaked at $1.59M in Q2 2021. 2,010 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

Amica Retiree Medical Trust reported no remaining Broadcom position as of Q3 2022 after selling out during the quarter.
Amica Retiree Medical Trust sold 10,960 Broadcom shares in Q3 2022, an estimated $532K.
Amica Retiree Medical Trust first reported a position in Broadcom in Q1 2016 and held it in 26 quarters.
Amica Retiree Medical Trust's Broadcom position peaked at $1.59M in Q2 2021.
2,010 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2022, filed 24 Oct 2022.