Brainard Capital Management’s Broadcom AVGO Stock Holding History

Brainard Capital 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	$352K	Buy	5,490 +40	+0.7%	+$2.41K	0.27%	54
2022 Q4	$305K	Buy	+5,450	New	+$273K	0.26%	56

Other funds holding AVGO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brainard Capital Management's AVGO Position: Q1 2023 in Review

Brainard Capital Management increased its Broadcom (AVGO) stake by 0.73% in Q1 2023, buying an estimated $2.41K and bringing the position to 5,490 shares worth $352K. The position accounts for 0.27% of the portfolio, ranked #54.

Brainard Capital Management first reported a position in AVGO in Q4 2022 and has held it in 2 quarters since. 2,203 funds tracked by Wall St. Rank hold AVGO as of Q1 2023.

Brainard Capital Management held 5,490 shares of Broadcom worth $352K as of Q1 2023.
Brainard Capital Management bought 40 Broadcom shares in Q1 2023, an estimated $2.41K.
Broadcom made up 0.27% of Brainard Capital Management's portfolio in Q1 2023, its #54 holding.
Brainard Capital Management first reported a position in Broadcom in Q4 2022 and has held it in 2 quarters since.
2,203 funds tracked by Wall St. Rank held Broadcom as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.