Baldrige Asset Management’s Broadcom AVGO Stock Holding History

Baldrige Asset 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	$140K	Buy	2,180 +30	+1%	+$1.8K	0.06%	129
2022 Q4	$120K	Hold	2,150	–	–	0.05%	131
2022 Q3	$95K	Hold	2,150	–	–	0.05%	134
2022 Q2	$104K	Hold	2,150	–	–	0.05%	133
2022 Q1	$135K	Hold	2,150	–	–	0.06%	124
2021 Q4	$143K	Hold	2,150	–	–	0.06%	122
2021 Q3	$104K	Sell	2,150 -40	-2%	-$1.95K	0.04%	129
2021 Q2	$104K	Buy	+2,190	New	+$101K	0.05%	127

Other funds holding AVGO

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

BlackRock New York $5.72T AUM 30.48% 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

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

Baldrige Asset Management's AVGO Position: Q1 2023 in Review

Baldrige Asset Management increased its Broadcom (AVGO) stake by 1.4% in Q1 2023, buying an estimated $1.8K and bringing the position to 2,180 shares worth $140K. The position accounts for 0.06% of the portfolio, ranked #129.

Baldrige Asset Management first reported a position in AVGO in Q2 2021 and has held it in 8 quarters since. The position peaked at $143K in Q4 2021. 2,200 funds tracked by Wall St. Rank hold AVGO as of Q1 2023.

Baldrige Asset Management held 2,180 shares of Broadcom worth $140K as of Q1 2023.
Baldrige Asset Management bought 30 Broadcom shares in Q1 2023, an estimated $1.8K.
Broadcom made up 0.06% of Baldrige Asset Management's portfolio in Q1 2023, its #129 holding.
Baldrige Asset Management first reported a position in Broadcom in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Broadcom position peaked at $143K in Q4 2021.
2,200 funds tracked by Wall St. Rank held Broadcom as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.