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Burleson & Co’s Broadcom AVGO Stock Holding History

Burleson & Co’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
Q4 		$825K Buy
14,760
+11,540
+358% +$579K 0.21% 91
2022
Q3 		$143K Buy
3,220
+3,180
+7,950% +$162K 0.03% 150
2022
Q2 		$2K Hold
40
– – ﹤0.01% 331
2022
Q1 		$3K Buy
+40
New +$2.38K ﹤0.01% 316
2021
Q3 		– Sell
-1,100
Closed -$52K – 359
2021
Q2 		$52K Hold
1,100
– – 0.01% 190
2021
Q1 		$51K Buy
+1,100
New +$50.9K 0.01% 180

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Burleson & Co's AVGO Position: Q4 2022 in Review

Burleson & Co increased its Broadcom (AVGO) stake by 358% in Q4 2022, buying an estimated $579K and bringing the position to 14,760 shares worth $825K. The position accounts for 0.21% of the portfolio, ranked #91.

Burleson & Co first reported a position in AVGO in Q1 2021 and has held it in 6 quarters since. 2,142 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

  • Burleson & Co held 14,760 shares of Broadcom worth $825K as of Q4 2022.
  • Burleson & Co bought 11,540 Broadcom shares in Q4 2022, an estimated $579K.
  • Broadcom made up 0.21% of Burleson & Co's portfolio in Q4 2022, its #91 holding.
  • Burleson & Co first reported a position in Broadcom in Q1 2021 and has held it in 6 quarters since.
  • 2,142 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.