Cerity Partners OCIO’s Broadcom AVGO Stock Holding History

Cerity Partners OCIO’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	$402K	Buy	7,190 +1,180	+20%	+$59.2K	0.01%	333
2022 Q3	$267K	Buy	6,010 +740	+14%	+$37.8K	0.01%	376
2022 Q2	$256K	Buy	5,270 +1,590	+43%	+$89.2K	0.01%	369
2022 Q1	$231K	Buy	3,680 +10	+0.3%	+$594	0.01%	385
2021 Q4	$244K	Buy	+3,670	New	+$206K	0.01%	387

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

Cerity Partners OCIO's AVGO Position: Q4 2022 in Review

Cerity Partners OCIO increased its Broadcom (AVGO) stake by 20% in Q4 2022, buying an estimated $59.2K and bringing the position to 7,190 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #333.

Cerity Partners OCIO first reported a position in AVGO in Q4 2021 and has held it in 5 quarters since. 2,141 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

Cerity Partners OCIO held 7,190 shares of Broadcom worth $402K as of Q4 2022.
Cerity Partners OCIO bought 1,180 Broadcom shares in Q4 2022, an estimated $59.2K.
Broadcom made up 0.01% of Cerity Partners OCIO's portfolio in Q4 2022, its #333 holding.
Cerity Partners OCIO first reported a position in Broadcom in Q4 2021 and has held it in 5 quarters since.
2,141 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.