Briggs Advisory Group’s Broadcom AVGO Stock Holding History

Briggs Advisory Group’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 Q3	$252K	Hold	3,030	–	–	0.14%	56
2023 Q2	$263K	Buy	+3,030	New	+$216K	0.15%	52

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

Briggs Advisory Group's AVGO Position: Q3 2023 in Review

Briggs Advisory Group held its Broadcom (AVGO) position steady in Q3 2023 at 3,030 shares worth $252K. The position accounts for 0.14% of the portfolio, ranked #56.

Briggs Advisory Group first reported a position in AVGO in Q2 2023 and has held it in 2 quarters since. The position peaked at $263K in Q2 2023. 2,457 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

Briggs Advisory Group held 3,030 shares of Broadcom worth $252K as of Q3 2023.
Briggs Advisory Group left its Broadcom share count unchanged in Q3 2023.
Broadcom made up 0.14% of Briggs Advisory Group's portfolio in Q3 2023, its #56 holding.
Briggs Advisory Group first reported a position in Broadcom in Q2 2023 and has held it in 2 quarters since.
Briggs Advisory Group's Broadcom position peaked at $263K in Q2 2023.
2,457 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.