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Dowling & Yahnke’s Broadcom AVGO Stock Holding History

Dowling & Yahnke’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 		$4.38M Buy
98,710
+330
+0.3% +$16.9K 0.2% 112
2022
Q2 		$4.78M Buy
98,380
+960
+1% +$53.9K 0.22% 106
2022
Q1 		$6.13M Buy
97,420
+5,840
+6% +$347K 0.27% 99
2021
Q4 		$6.09M Buy
91,580
+1,930
+2% +$108K 0.29% 98
2021
Q3 		$4.35M Buy
89,650
+3,230
+4% +$157K 0.24% 113
2021
Q2 		$4.12M Buy
86,420
+4,890
+6% +$227K 0.24% 114
2021
Q1 		$3.78M Buy
81,530
+1,280
+2% +$59.2K 0.26% 110
2020
Q4 		$3.51M Buy
80,250
+3,440
+4% +$134K 0.25% 110
2020
Q3 		$2.8M Buy
76,810
+5,910
+8% +$198K 0.22% 121
2020
Q2 		$2.24M Buy
70,900
+22,600
+47% +$633K 0.19% 130
2020
Q1 		$1.15M Sell
48,300
-1,040
-2% -$29.3K 0.11% 173
2019
Q4 		$1.56M Buy
49,340
+10,070
+26% +$306K 0.12% 167
2019
Q3 		$1.08M Buy
39,270
+4,660
+13% +$132K 0.09% 184
2019
Q2 		$996K Buy
34,610
+4,620
+15% +$135K 0.08% 190
2019
Q1 		$902K Buy
29,990
+1,400
+5% +$38K 0.09% 176
2018
Q4 		$679K Buy
28,590
+2,530
+10% +$59.7K 0.07% 179
2018
Q3 		$643K Buy
26,060
+4,540
+21% +$102K 0.06% 211
2018
Q2 		$522K Buy
21,520
+4,350
+25% +$107K 0.05% 222
2018
Q1 		$405K Buy
17,170
+2,650
+18% +$66.7K 0.04% 237
2017
Q4 		$373K Hold
14,520
– – 0.03% 248
2017
Q3 		$352K Hold
14,520
– – 0.04% 240
2017
Q2 		$338K Sell
14,520
-200
-1% -$4.64K 0.04% 239
2017
Q1 		$322K Sell
14,720
-250
-2% -$5.15K 0.03% 238
2016
Q4 		$265K Sell
14,970
-3,230
-18% -$56K 0.03% 245
2016
Q3 		$314K Sell
18,200
-910
-5% -$15.2K 0.04% 231
2016
Q2 		$297K Buy
19,110
+280
+1% +$4.26K 0.04% 235
2016
Q1 		$291K Buy
18,830
+3,460
+23% +$46.8K 0.04% 225
2015
Q4 		$223K Buy
+15,370
New +$200K 0.03% 243

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dowling & Yahnke's AVGO Position: Q3 2022 in Review

Dowling & Yahnke increased its Broadcom (AVGO) stake by 0.34% in Q3 2022, buying an estimated $16.9K and bringing the position to 98,710 shares worth $4.38M. The position accounts for 0.2% of the portfolio, ranked #112.

Dowling & Yahnke first reported a position in AVGO in Q4 2015 and has held it in 28 quarters since. The position peaked at $6.13M in Q1 2022. 2,011 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

  • Dowling & Yahnke held 98,710 shares of Broadcom worth $4.38M as of Q3 2022.
  • Dowling & Yahnke bought 330 Broadcom shares in Q3 2022, an estimated $16.9K.
  • Broadcom made up 0.2% of Dowling & Yahnke's portfolio in Q3 2022, its #112 holding.
  • Dowling & Yahnke first reported a position in Broadcom in Q4 2015 and has held it in 28 quarters since.
  • Dowling & Yahnke's Broadcom position peaked at $6.13M in Q1 2022.
  • 2,011 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.