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	–	106
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 $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AUA Capital Management's AVGO Position: Q1 2023 in Review

AUA Capital Management sold out of Broadcom (AVGO) in Q1 2023, closing a stake of 220 shares — an estimated $12.3K sold.

AUA Capital Management first reported a position in AVGO in Q4 2016 and held it in 15 quarters. The position peaked at $360K in Q4 2017. 2,201 funds tracked by Wall St. Rank hold AVGO as of Q1 2023.

AUA Capital Management reported no remaining Broadcom position as of Q1 2023 after selling out during the quarter.
AUA Capital Management sold 220 Broadcom shares in Q1 2023, an estimated $12.3K.
AUA Capital Management first reported a position in Broadcom in Q4 2016 and held it in 15 quarters.
AUA Capital Management's Broadcom position peaked at $360K in Q4 2017.
2,201 funds tracked by Wall St. Rank held Broadcom as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.