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Carlson Capital’s Broadcom AVGO Stock Holding History

Carlson Capital’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
2017
Q3 		– Sell
-6,300
Closed -$261K – 222
2017
Q2 		$261K Buy
+6,300
New +$146K ﹤0.01% 245
2015
Q1 		– Sell
-3,820
Closed -$201K – 316
2014
Q4 		$201K Buy
+3,820
New +$34.1K ﹤0.01% 325

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carlson Capital's AVGO Position: Q2 2023 in Review

Carlson Capital sold out of Broadcom (AVGO) in Q2 2023, closing a stake of 50,400 shares — an estimated $3.23M sold.

Carlson Capital first reported a position in AVGO in Q3 2013 and held it in 2 quarters. The position peaked at $12.7M in Q3 2013. 2,387 funds tracked by Wall St. Rank hold AVGO as of Q2 2023.

  • Carlson Capital reported no remaining Broadcom position as of Q2 2023 after selling out during the quarter.
  • Carlson Capital sold 50,400 Broadcom shares in Q2 2023, an estimated $3.23M.
  • Carlson Capital first reported a position in Broadcom in Q3 2013 and held it in 2 quarters.
  • Carlson Capital's Broadcom position peaked at $12.7M in Q3 2013.
  • 2,387 funds tracked by Wall St. Rank held Broadcom as of Q2 2023.

Based on Carlson Capital's 13F filing for Q2 2023, filed 10 Aug 2023.