BC
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Bartlett & Co’s Broadcom AVGO Stock Holding History

Bartlett & Co’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
Q4 		$6.68M Sell
59,500
-1,780
-3% -$169K 0.11% 122
2023
Q3 		$5.09M Sell
61,280
-1,380
-2% -$120K 0.09% 133
2023
Q2 		$5.43M Buy
62,660
+60,810
+3,287% +$4.34M 0.09% 127
2023
Q1 		$118K Sell
1,850
-210
-10% -$12.6K ﹤0.01% 445
2022
Q4 		$115K Sell
2,060
-190
-8% -$9.53K ﹤0.01% 451
2022
Q3 		$100K Sell
2,250
-280
-11% -$14.3K ﹤0.01% 455
2022
Q2 		$123K Buy
2,530
+630
+33% +$35.4K ﹤0.01% 431
2022
Q1 		$119K Buy
+1,900
New +$113K ﹤0.01% 454
2021
Q4 		– Sell
-3,690
Closed -$179K – 437
2021
Q3 		$179K Buy
3,690
+2,690
+269% +$131K ﹤0.01% 345
2021
Q2 		$48K Hold
1,000
– – ﹤0.01% 516
2021
Q1 		$46K Hold
1,000
– – ﹤0.01% 549
2020
Q4 		$44K Buy
1,000
+80
+9% +$3.12K ﹤0.01% 539
2020
Q3 		$34K Buy
920
+150
+19% +$5.02K ﹤0.01% 541
2020
Q2 		$24K Buy
+770
New +$21.6K ﹤0.01% 590
2019
Q3 		– Sell
-240
Closed -$7K – 860
2019
Q2 		$7K Buy
+240
New +$6.99K ﹤0.01% 606
2018
Q2 		– Sell
-90
Closed -$2K – 687
2018
Q1 		$2K Buy
+90
New +$2.27K ﹤0.01% 686
2016
Q3 		– Sell
-30
Closed – – 696
2016
Q2 		$0 Buy
+30
New +$457 ﹤0.01% 726
2014
Q3 		– Sell
-10,500
Closed -$76K – 699
2014
Q2 		$76K Hold
10,500
– – ﹤0.01% 354
2014
Q1 		$68K Buy
+10,500
New +$61.5K ﹤0.01% 373

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bartlett & Co's AVGO Position: Q4 2023 in Review

Bartlett & Co reduced its Broadcom (AVGO) stake by 2.9% in Q4 2023, selling an estimated $169K and leaving 59,500 shares worth $6.68M. The position accounts for 0.11% of the portfolio, ranked #122.

Bartlett & Co first reported a position in AVGO in Q1 2014 and has held it in 19 quarters since. 2,873 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

  • Bartlett & Co held 59,500 shares of Broadcom worth $6.68M as of Q4 2023.
  • Bartlett & Co sold 1,780 Broadcom shares in Q4 2023, an estimated $169K.
  • Broadcom made up 0.11% of Bartlett & Co's portfolio in Q4 2023, its #122 holding.
  • Bartlett & Co first reported a position in Broadcom in Q1 2014 and has held it in 19 quarters since.
  • 2,873 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.