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Cascade Investment Advisors’s Broadcom AVGO Stock Holding History

Cascade 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
2023
Q2 		– Sell
-250
Closed -$16K – 117
2023
Q1 		$16K Buy
+250
New +$15K 0.01% 197
2022
Q3 		– Sell
-250
Closed -$12.1K – 111
2022
Q2 		$12.1K Hold
250
– – 0.01% 213
2022
Q1 		$15.7K Hold
250
– – 0.01% 224
2021
Q4 		$16.6K Hold
250
– – 0.01% 218
2021
Q3 		$12.1K Hold
250
– – 0.01% 225
2021
Q2 		$11.9K Hold
250
– – 0.01% 227
2021
Q1 		$11.6K Hold
250
– – 0.01% 229
2020
Q4 		$10.9K Hold
250
– – 0.01% 230
2020
Q3 		$9.11K Hold
250
– – 0.01% 227
2020
Q2 		$7.89K Buy
+250
New +$7K 0.01% 226

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

Cascade Investment Advisors's AVGO Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Broadcom (AVGO) in Q2 2023, closing a stake of 250 shares — an estimated $16K sold.

Cascade Investment Advisors first reported a position in AVGO in Q2 2020 and held it in 10 quarters. The position peaked at $16.6K in Q4 2021. 2,387 funds tracked by Wall St. Rank hold AVGO as of Q2 2023.

  • Cascade Investment Advisors reported no remaining Broadcom position as of Q2 2023 after selling out during the quarter.
  • Cascade Investment Advisors sold 250 Broadcom shares in Q2 2023, an estimated $16K.
  • Cascade Investment Advisors first reported a position in Broadcom in Q2 2020 and held it in 10 quarters.
  • Cascade Investment Advisors's Broadcom position peaked at $16.6K in Q4 2021.
  • 2,387 funds tracked by Wall St. Rank held Broadcom as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.