Claraphi Advisory Network’s Broadcom AVGO Stock Holding History

Claraphi Advisory Network’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 Q3	–	Sell	-5,270	Closed	-$256K	–	199
2022 Q2	$256K	Sell	5,270 -5,530	-51%	-$310K	0.09%	209
2022 Q1	$680K	Buy	10,800 +5,840	+118%	+$347K	0.2%	115
2021 Q4	$330K	Buy	+4,960	New	+$279K	0.12%	205
2021 Q3	–	Sell	-15,480	Closed	-$738K	–	302
2021 Q2	$738K	Sell	15,480 -5,790	-27%	-$268K	0.22%	100
2021 Q1	$986K	Sell	21,270 -310	-1%	-$14.3K	0.27%	81
2020 Q4	$945K	Buy	21,580 +1,700	+9%	+$66.3K	0.26%	76
2020 Q3	$724K	Buy	19,880 +12,720	+178%	+$426K	0.26%	80
2020 Q2	$226K	Buy	7,160 +6,940	+3,155%	+$194K	0.1%	210
2020 Q1	$5K	Buy	+220	New	+$6.2K	﹤0.01%	878
2018 Q1	–	Sell	-17,120	Closed	-$440K	–	257
2017 Q4	$440K	Buy	+17,120	New	+$445K	0.34%	88

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Claraphi Advisory Network's AVGO Position: Q3 2022 in Review

Claraphi Advisory Network sold out of Broadcom (AVGO) in Q3 2022, closing a stake of 5,270 shares — an estimated $256K sold.

Claraphi Advisory Network first reported a position in AVGO in Q4 2017 and held it in 10 quarters. The position peaked at $986K in Q1 2021. 2,011 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

Claraphi Advisory Network reported no remaining Broadcom position as of Q3 2022 after selling out during the quarter.
Claraphi Advisory Network sold 5,270 Broadcom shares in Q3 2022, an estimated $256K.
Claraphi Advisory Network first reported a position in Broadcom in Q4 2017 and held it in 10 quarters.
Claraphi Advisory Network's Broadcom position peaked at $986K in Q1 2021.
2,011 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.