Capital Directions Investment Advisors’s Broadcom AVGO Stock Holding History

Capital Directions Investment Advisors’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	$80K	Buy	+1,430	New	+$71.7K	0.03%	89
2022 Q3	–	Sell	-2,780	Closed	-$142K	–	102
2022 Q2	$135K	Hold	2,780	–	–	0.04%	80
2022 Q1	$175K	Buy	+2,780	New	+$165K	0.05%	75
2021 Q4	–	Sell	-2,780	Closed	-$135K	–	75
2021 Q3	$135K	Hold	2,780	–	–	0.04%	78
2021 Q2	$133K	Buy	+2,780	New	+$129K	0.04%	73
2021 Q1	–	Sell	-2,780	Closed	-$12K	–	201
2020 Q4	$12K	Hold	2,780	–	–	﹤0.01%	174
2020 Q3	$101K	Sell	2,780 -200	-7%	-$6.7K	0.04%	73
2020 Q2	$94K	Hold	2,980	–	–	0.04%	75
2020 Q1	$71K	Buy	2,980 +150	+5%	+$4.23K	0.03%	86
2019 Q4	$89K	Buy	+2,830	New	+$85.9K	0.03%	97

Other funds holding AVGO

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Directions Investment Advisors's AVGO Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Broadcom (AVGO) in Q4 2022: 1,430 shares worth $80K. The stake represents 0.03% of the portfolio and ranks #89 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in AVGO as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in AVGO in Q4 2019 and has held it in 10 quarters since. The position peaked at $175K in Q1 2022. 2,142 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

Capital Directions Investment Advisors held 1,430 shares of Broadcom worth $80K as of Q4 2022.
Broadcom was a new Capital Directions Investment Advisors position in Q4 2022.
Broadcom made up 0.03% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #89 holding.
Capital Directions Investment Advisors first reported a position in Broadcom in Q4 2019 and has held it in 10 quarters since.
Capital Directions Investment Advisors's Broadcom position peaked at $175K in Q1 2022.
2,142 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.