Capital Financial Services’s Broadcom AVGO Stock Holding History

Capital Financial Services’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	$347K	Hold	6,200	–	–	0.48%	53
2022 Q3	$275K	Sell	6,200 -1,240	-17%	-$63.3K	0.41%	59
2022 Q2	$361K	Hold	7,440	–	–	0.51%	50
2022 Q1	$468K	Hold	7,440	–	–	0.55%	49
2021 Q4	$495K	Hold	7,440	–	–	0.54%	50
2021 Q3	$361K	Hold	7,440	–	–	0.44%	57
2021 Q2	$355K	Hold	7,440	–	–	0.45%	47
2021 Q1	$345K	Hold	7,440	–	–	0.46%	48
2020 Q4	$326K	Buy	+7,440	New	+$290K	0.45%	45

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 Financial Services's AVGO Position: Q4 2022 in Review

Capital Financial Services held its Broadcom (AVGO) position steady in Q4 2022 at 6,200 shares worth $347K. The position accounts for 0.48% of the portfolio, ranked #53.

Capital Financial Services first reported a position in AVGO in Q4 2020 and has held it in 9 quarters since. The position peaked at $495K in Q4 2021. 2,141 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

Capital Financial Services held 6,200 shares of Broadcom worth $347K as of Q4 2022.
Capital Financial Services left its Broadcom share count unchanged in Q4 2022.
Broadcom made up 0.48% of Capital Financial Services's portfolio in Q4 2022, its #53 holding.
Capital Financial Services first reported a position in Broadcom in Q4 2020 and has held it in 9 quarters since.
Capital Financial Services's Broadcom position peaked at $495K in Q4 2021.
2,141 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.