Capitolis Advisors’s Broadcom AVGO Stock Holding History

Capitolis 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	–	Sell	-1,600,000	Closed	-$71M	–	11
2022 Q3	$71M	Sell	1,600,000 -18,060	-1%	-$923K	5.05%	6
2022 Q2	$78.6M	Hold	1,618,060	–	–	4.11%	6
2022 Q1	$102M	Sell	1,618,060 -3,294,470	-67%	-$196M	5.12%	4
2021 Q4	$327M	Hold	4,912,530	–	–	1.95%	7
2021 Q3	$247M	Buy	4,912,530 +4,185,950	+576%	+$204M	2.25%	6
2021 Q2	$34.6M	Buy	726,580 +265,990	+58%	+$12.3M	0.41%	66
2021 Q1	$21.4M	Sell	460,590 -1,788,750	-80%	-$82.7M	0.37%	65
2020 Q4	$98.5M	Buy	+2,249,340	New	+$87.7M	1.65%	11

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

Capitolis Advisors's AVGO Position: Q4 2022 in Review

Capitolis Advisors sold out of Broadcom (AVGO) in Q4 2022, closing a stake of 1,600,000 shares — an estimated $71M sold.

Capitolis Advisors first reported a position in AVGO in Q4 2020 and held it in 8 quarters. The position peaked at $327M in Q4 2021. 2,141 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

Capitolis Advisors reported no remaining Broadcom position as of Q4 2022 after selling out during the quarter.
Capitolis Advisors sold 1,600,000 Broadcom shares in Q4 2022, an estimated $71M.
Capitolis Advisors first reported a position in Broadcom in Q4 2020 and held it in 8 quarters.
Capitolis Advisors's Broadcom position peaked at $327M in Q4 2021.
2,141 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Capitolis Advisors's 13F filing for Q4 2022.