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Andesa Financial Management’s Broadcom AVGO Stock Holding History

Andesa Financial 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
2023
Q1 		$4.37M Buy
114,400
+48,860
+75% +$2.94M 2.24% 9
2022
Q4 		$3.66M Sell
65,540
-48,020
-42% -$2.41M 2% 8
2022
Q3 		$5.04M Buy
113,560
+38,290
+51% +$1.96M 1.76% 18
2022
Q2 		$3.66M Sell
75,270
-370
-0.5% -$20.8K 2.31% 8
2022
Q1 		$4.76M Buy
75,640
+50,180
+197% +$2.98M 2.57% 4
2021
Q4 		$1.69M Buy
25,460
+1,000
+4% +$56.2K 0.83% 39
2021
Q3 		$1.19M Sell
24,460
-4,530
-16% -$220K 0.65% 47
2021
Q2 		$1.38M Sell
28,990
-2,050
-7% -$95K 0.42% 58
2021
Q1 		$1.44M Buy
31,040
+4,310
+16% +$199K 0.47% 54
2020
Q4 		$1.17M Sell
26,730
-7,420
-22% -$289K 0.77% 46
2020
Q3 		$1.24M Buy
34,150
+13,500
+65% +$452K 0.51% 52
2020
Q2 		$653K Buy
20,650
+11,830
+134% +$331K 0.58% 49
2020
Q1 		$208K Sell
8,820
-4,930
-36% -$139K 0.23% 81
2019
Q4 		$432K Sell
13,750
-1,160
-8% -$35.2K 0.38% 61
2019
Q3 		$410K Sell
14,910
-480
-3% -$13.6K 0.4% 61
2019
Q2 		$442K Sell
15,390
-14,470
-48% -$422K 0.42% 60
2019
Q1 		$898K Buy
29,860
+16,300
+120% +$442K 0.44% 51
2018
Q4 		$347K Buy
+13,560
New +$320K 0.41% 63
2018
Q3 		– Sell
-43,600
Closed -$1.06M – 61
2018
Q2 		$1.06M Buy
43,600
+21,550
+98% +$528K 1.71% 26
2018
Q1 		$519K Buy
22,050
+4,200
+24% +$106K 0.86% 44
2017
Q4 		$459K Buy
+17,850
New +$464K 0.68% 51

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

Andesa Financial Management's AVGO Position: Q1 2023 in Review

Andesa Financial Management increased its Broadcom (AVGO) stake by 75% in Q1 2023, buying an estimated $2.94M and bringing the position to 114,400 shares worth $4.37M. The position accounts for 2.24% of the portfolio, ranked #9.

Andesa Financial Management first reported a position in AVGO in Q4 2017 and has held it in 21 quarters since. The position peaked at $5.04M in Q3 2022. 2,201 funds tracked by Wall St. Rank hold AVGO as of Q1 2023.

  • Andesa Financial Management held 114,400 shares of Broadcom worth $4.37M as of Q1 2023.
  • Andesa Financial Management bought 48,860 Broadcom shares in Q1 2023, an estimated $2.94M.
  • Broadcom made up 2.24% of Andesa Financial Management's portfolio in Q1 2023, its #9 holding.
  • Andesa Financial Management first reported a position in Broadcom in Q4 2017 and has held it in 21 quarters since.
  • Andesa Financial Management's Broadcom position peaked at $5.04M in Q3 2022.
  • 2,201 funds tracked by Wall St. Rank held Broadcom as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.