AUA Capital Management’s Broadcom AVGO Stock Holding History

AUA Capital 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	–	Sell	-220	Closed	-$12.3K	–	107
2022 Q4	$12.3K	Hold	220	–	–	0.01%	152
2022 Q3	$10K	Hold	220	–	–	0.01%	164
2022 Q2	$11K	Hold	220	–	–	0.01%	169
2022 Q1	$14K	Buy	220 +20	+10%	+$1.19K	0.01%	167
2021 Q4	$13K	Hold	200	–	–	0.01%	157
2021 Q3	$10K	Hold	200	–	–	0.01%	157
2021 Q2	$10K	Hold	200	–	–	0.01%	161
2021 Q1	$9K	Buy	200 +10	+5%	+$462	0.01%	173
2020 Q4	$8K	Hold	190	–	–	0.01%	173
2020 Q3	$7K	Buy	+190	New	+$6.36K	0.01%	167
2018 Q1	–	Sell	-14,000	Closed	-$360K	–	200
2017 Q4	$360K	Hold	14,000	–	–	0.32%	41
2017 Q3	$340K	Hold	14,000	–	–	0.31%	41
2017 Q2	$326K	Hold	14,000	–	–	0.29%	41
2017 Q1	$307K	Hold	14,000	–	–	0.31%	27
2016 Q4	$247K	Buy	+14,000	New	+$243K	0.24%	50

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return