Cadence Bank NA’s Broadcom AVGO Stock Holding History

Cadence Bank NA’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	–	Sell	-8,970	Closed	-$436K	–	48
2022 Q2	$436K	Buy	8,970 +1,540	+21%	+$86.4K	0.14%	138
2022 Q1	$468K	Buy	7,430 +800	+12%	+$47.5K	0.13%	136
2021 Q4	$442K	Hold	6,630	–	–	0.12%	141
2021 Q3	$321K	Buy	6,630 +480	+8%	+$23.3K	0.1%	163
2021 Q2	$294K	Buy	6,150 +470	+8%	+$21.8K	0.09%	175
2021 Q1	$263K	Buy	5,680 +680	+14%	+$31.4K	0.08%	182
2020 Q4	$219K	Buy	+5,000	New	+$195K	0.08%	183

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cadence Bank NA's AVGO Position: Q3 2022 in Review

Cadence Bank NA sold out of Broadcom (AVGO) in Q3 2022, closing a stake of 8,970 shares — an estimated $436K sold.

Cadence Bank NA first reported a position in AVGO in Q4 2020 and held it in 7 quarters. The position peaked at $468K in Q1 2022. 2,010 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

Cadence Bank NA reported no remaining Broadcom position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 8,970 Broadcom shares in Q3 2022, an estimated $436K.
Cadence Bank NA first reported a position in Broadcom in Q4 2020 and held it in 7 quarters.
Cadence Bank NA's Broadcom position peaked at $468K in Q1 2022.
2,010 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.