BerganKDV Wealth Management’s Broadcom AVGO Stock Holding History

BerganKDV Wealth 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 Q2	$3.24M	Sell	37,340 -17,960	-32%	-$1.28M	0.32%	60
2023 Q1	$3.55M	Buy	55,300 +910	+2%	+$54.7K	0.37%	60
2022 Q4	$3.04M	Sell	54,390 -700	-1%	-$35.1K	0.33%	67
2022 Q3	$2.45M	Buy	55,090 +800	+1%	+$40.9K	0.29%	73
2022 Q2	$2.64M	Buy	54,290 +290	+0.5%	+$16.3K	0.3%	76
2022 Q1	$3.4M	Buy	54,000 +5,110	+10%	+$304K	0.36%	60
2021 Q4	$3.25M	Sell	48,890 -1,980	-4%	-$111K	0.34%	61
2021 Q3	$2.47M	Sell	50,870 -200	-0.4%	-$9.73K	0.28%	75
2021 Q2	$2.44M	Sell	51,070 -290	-0.6%	-$13.4K	0.29%	71
2021 Q1	$2.38M	Sell	51,360 -2,820	-5%	-$130K	0.31%	70
2020 Q4	$2.37M	Sell	54,180 -2,770	-5%	-$108K	0.33%	62
2020 Q3	$2.08M	Sell	56,950 -7,530	-12%	-$252K	0.33%	66
2020 Q2	$2.04M	Buy	64,480 +720	+1%	+$20.2K	0.35%	64
2020 Q1	$1.51M	Buy	63,760 +6,020	+10%	+$170K	0.31%	71
2019 Q4	$1.82M	Sell	57,740 -2,370	-4%	-$72K	0.33%	68
2019 Q3	$1.66M	Buy	60,110 +59,250	+6,890%	+$1.68M	0.33%	69
2019 Q2	$25K	Buy	860 +60	+8%	+$1.75K	﹤0.01%	398
2019 Q1	$24K	Buy	800 +400	+100%	+$10.8K	﹤0.01%	412
2018 Q4	$10K	Buy	+400	New	+$9.44K	﹤0.01%	474

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

BerganKDV Wealth Management's AVGO Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Broadcom (AVGO) stake by 32% in Q2 2023, selling an estimated $1.28M and leaving 37,340 shares worth $3.24M. The position accounts for 0.32% of the portfolio, ranked #60.

BerganKDV Wealth Management first reported a position in AVGO in Q4 2018 and has held it in 19 quarters since. The position peaked at $3.55M in Q1 2023. 2,387 funds tracked by Wall St. Rank hold AVGO as of Q2 2023.

BerganKDV Wealth Management held 37,340 shares of Broadcom worth $3.24M as of Q2 2023.
BerganKDV Wealth Management sold 17,960 Broadcom shares in Q2 2023, an estimated $1.28M.
Broadcom made up 0.32% of BerganKDV Wealth Management's portfolio in Q2 2023, its #60 holding.
BerganKDV Wealth Management first reported a position in Broadcom in Q4 2018 and has held it in 19 quarters since.
BerganKDV Wealth Management's Broadcom position peaked at $3.55M in Q1 2023.
2,387 funds tracked by Wall St. Rank held Broadcom as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.