BDO Wealth Advisors’s Broadcom AVGO Stock Holding History

BDO Wealth Advisors’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 Q2	$185K	Buy	2,140 +1,410	+193%	+$101K	0.02%	270
2023 Q1	$46.7K	Hold	730	–	–	0.01%	430
2022 Q4	$40.7K	Buy	730 +460	+170%	+$23.1K	0.01%	447
2022 Q3	$12K	Hold	270	–	–	﹤0.01%	670
2022 Q2	$13K	Sell	270 -150	-36%	-$8.42K	﹤0.01%	635
2022 Q1	$26K	Hold	420	–	–	﹤0.01%	551
2021 Q4	$28K	Hold	420	–	–	﹤0.01%	556
2021 Q3	$20K	Hold	420	–	–	﹤0.01%	609
2021 Q2	$20K	Sell	420 -150	-26%	-$6.95K	﹤0.01%	622
2021 Q1	$26K	Buy	570 +150	+36%	+$6.94K	﹤0.01%	565
2020 Q4	$18K	Hold	420	–	–	﹤0.01%	472
2020 Q3	$15K	Buy	420 +270	+180%	+$9.04K	﹤0.01%	450
2020 Q2	$5K	Hold	150	–	–	﹤0.01%	555
2020 Q1	$4K	Sell	150 -210	-58%	-$5.92K	﹤0.01%	617
2019 Q4	$11K	Buy	+360	New	+$10.9K	﹤0.01%	424
2018 Q4	–	Sell	-2,200	Closed	-$54K	–	547
2018 Q3	$54K	Sell	2,200 -1,000	-31%	-$22.4K	0.02%	283
2018 Q2	$78K	Hold	3,200	–	–	0.03%	238
2018 Q1	$75K	Hold	3,200	–	–	0.03%	206
2017 Q4	$82K	Hold	3,200	–	–	0.04%	164
2017 Q3	$78K	Sell	3,200 -720	-18%	-$17.8K	0.04%	153
2017 Q2	$91K	Buy	+3,920	New	+$90.9K	0.04%	179

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BDO Wealth Advisors's AVGO Position: Q2 2023 in Review

BDO Wealth Advisors increased its Broadcom (AVGO) stake by 193% in Q2 2023, buying an estimated $101K and bringing the position to 2,140 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #270.

BDO Wealth Advisors first reported a position in AVGO in Q2 2017 and has held it in 21 quarters since. 2,387 funds tracked by Wall St. Rank hold AVGO as of Q2 2023.

BDO Wealth Advisors held 2,140 shares of Broadcom worth $185K as of Q2 2023.
BDO Wealth Advisors bought 1,410 Broadcom shares in Q2 2023, an estimated $101K.
Broadcom made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #270 holding.
BDO Wealth Advisors first reported a position in Broadcom in Q2 2017 and has held it in 21 quarters since.
2,387 funds tracked by Wall St. Rank held Broadcom as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.