C2C Wealth Management’s Broadcom AVGO Stock Holding History

C2C 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 Q4	–	Sell	-6,280	Closed	-$519K	–	111
2023 Q3	$519K	Hold	6,280	–	–	0.07%	140
2023 Q2	$572K	Hold	6,280	–	–	0.08%	137
2023 Q1	$387K	Buy	6,280 +500	+9%	+$30.1K	0.06%	171
2022 Q4	$327K	Hold	5,780	–	–	0.06%	129
2022 Q3	$277K	Hold	5,780	–	–	0.05%	145
2022 Q2	$294K	Hold	5,780	–	–	0.05%	144
2022 Q1	$350K	Sell	5,780 -500	-8%	-$29.7K	0.06%	144
2021 Q4	$418K	Buy	+6,280	New	+$353K	0.06%	139

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

C2C Wealth Management's AVGO Position: Q4 2023 in Review

C2C Wealth Management sold out of Broadcom (AVGO) in Q4 2023, closing a stake of 6,280 shares — an estimated $519K sold.

C2C Wealth Management first reported a position in AVGO in Q4 2021 and held it in 8 quarters. The position peaked at $572K in Q2 2023. 2,873 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

C2C Wealth Management reported no remaining Broadcom position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 6,280 Broadcom shares in Q4 2023, an estimated $519K.
C2C Wealth Management first reported a position in Broadcom in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's Broadcom position peaked at $572K in Q2 2023.
2,873 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.