BPM
AVGO icon

Bowling Portfolio Management’s Broadcom AVGO Stock Holding History

Bowling Portfolio 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
2022
Q3 		$4.31M Buy
97,040
+2,130
+2% +$109K 1.18% 16
2022
Q2 		$4.61M Sell
94,910
-2,400
-2% -$135K 1.16% 15
2022
Q1 		$6.13M Sell
97,310
-590
-0.6% -$35K 1.32% 10
2021
Q4 		$6.51M Sell
97,900
-1,440
-1% -$80.9K 1.35% 9
2021
Q3 		$4.82M Sell
99,340
-480
-0.5% -$23.3K 1.08% 13
2021
Q2 		$4.76M Buy
99,820
+480
+0.5% +$22.2K 1.06% 15
2021
Q1 		$4.61M Buy
99,340
+50,300
+103% +$2.33M 1.1% 13
2020
Q4 		$2.15M Sell
49,040
-3,440
-7% -$134K 0.5% 45
2020
Q3 		$1.91M Sell
52,480
-1,890
-3% -$63.3K 0.43% 47
2020
Q2 		$1.72M Sell
54,370
-210
-0.4% -$5.88K 0.37% 71
2020
Q1 		$1.29M Sell
54,580
-116,270
-68% -$3.28M 0.32% 80
2019
Q4 		$5.4M Sell
170,850
-20,630
-11% -$626K 0.92% 17
2019
Q3 		$5.29M Sell
191,480
-2,110
-1% -$60K 0.89% 16
2019
Q2 		$5.57M Sell
193,590
-23,840
-11% -$695K 0.91% 16
2019
Q1 		$6.54M Buy
217,430
+49,290
+29% +$1.34M 1.04% 10
2018
Q4 		$4.28M Buy
+168,140
New +$3.97M 0.76% 18

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bowling Portfolio Management's AVGO Position: Q3 2022 in Review

Bowling Portfolio Management increased its Broadcom (AVGO) stake by 2.2% in Q3 2022, buying an estimated $109K and bringing the position to 97,040 shares worth $4.31M. The position accounts for 1.18% of the portfolio, ranked #16.

Bowling Portfolio Management first reported a position in AVGO in Q4 2018 and has held it in 16 quarters since. The position peaked at $6.54M in Q1 2019. 2,011 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

  • Bowling Portfolio Management held 97,040 shares of Broadcom worth $4.31M as of Q3 2022.
  • Bowling Portfolio Management bought 2,130 Broadcom shares in Q3 2022, an estimated $109K.
  • Broadcom made up 1.18% of Bowling Portfolio Management's portfolio in Q3 2022, its #16 holding.
  • Bowling Portfolio Management first reported a position in Broadcom in Q4 2018 and has held it in 16 quarters since.
  • Bowling Portfolio Management's Broadcom position peaked at $6.54M in Q1 2019.
  • 2,011 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on Bowling Portfolio Management's 13F filing for Q3 2022, filed 4 Oct 2022.