Column Capital Advisors’s Broadcom AVGO Stock Holding History

Column Capital 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 Q3	$253K	Sell	3,050 -60	-2%	-$5.2K	0.04%	125
2023 Q2	$270K	Sell	3,110 -150	-5%	-$10.7K	0.04%	117
2023 Q1	$209K	Sell	3,260 -490	-13%	-$29.5K	0.03%	137
2022 Q4	$210K	Buy	3,750 +740	+25%	+$37.1K	0.03%	120
2022 Q3	$134K	Hold	3,010	–	–	0.03%	158
2022 Q2	$146K	Hold	3,010	–	–	0.03%	144
2022 Q1	$190K	Buy	3,010 +1,100	+58%	+$65.3K	0.03%	132
2021 Q4	$127K	Buy	1,910 +400	+26%	+$22.5K	0.02%	175
2021 Q3	$73K	Sell	1,510 -80	-5%	-$3.89K	0.02%	221
2021 Q2	$76K	Sell	1,590 -50	-3%	-$2.32K	0.02%	217
2021 Q1	$76K	Sell	1,640 -950	-37%	-$43.9K	0.02%	215
2020 Q4	$113K	Sell	2,590 -520	-17%	-$20.3K	0.03%	158
2020 Q3	$113K	Buy	3,110 +830	+36%	+$27.8K	0.03%	148
2020 Q2	$71K	Buy	2,280 +60	+3%	+$1.68K	0.02%	196
2020 Q1	$53K	Buy	2,220 +300	+16%	+$8.45K	0.02%	190
2019 Q4	$60K	Buy	+1,920	New	+$58.3K	0.03%	212

Other funds holding AVGO

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

BlackRock New York $5.7T 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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return