Apogem Capital’s Broadcom AVGO Stock Holding History

Apogem Capital’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	-15,940	Closed	-$708K	–	9
2022 Q3	$708K	Sell	15,940 -2,610	-14%	-$133K	0.71%	44
2022 Q2	$901K	Buy	+18,550	New	+$1.04M	0.81%	34

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

Apogem Capital's AVGO Position: Q4 2022 in Review

Apogem Capital sold out of Broadcom (AVGO) in Q4 2022, closing a stake of 15,940 shares — an estimated $708K sold.

Apogem Capital first reported a position in AVGO in Q2 2022 and held it in 2 quarters. The position peaked at $901K in Q2 2022. 2,141 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

Apogem Capital reported no remaining Broadcom position as of Q4 2022 after selling out during the quarter.
Apogem Capital sold 15,940 Broadcom shares in Q4 2022, an estimated $708K.
Apogem Capital first reported a position in Broadcom in Q2 2022 and held it in 2 quarters.
Apogem Capital's Broadcom position peaked at $901K in Q2 2022.
2,141 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Apogem Capital's 13F filing for Q4 2022, filed 13 Feb 2023.