Enlightenment Research’s Broadcom AVGO Stock Holding History

Enlightenment Research’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	–	Sell	-10,000	Closed	-$444K	–	5
2022 Q3	$444K	Sell	10,000 -2,000	-17%	-$102K	0.98%	36
2022 Q2	$583K	Buy	+12,000	New	+$674K	1.25%	26
2022 Q1	–	Sell	-11,000	Closed	-$732K	–	140
2021 Q4	$732K	Buy	+11,000	New	+$618K	1.04%	26
2020 Q4	–	Sell	-6,000	Closed	-$219K	–	92
2020 Q3	$219K	Buy	+6,000	New	+$201K	0.65%	55
2020 Q2	–	Sell	-9,000	Closed	-$245K	–	93
2020 Q1	$245K	Buy	+9,000	New	+$254K	0.26%	123
2019 Q4	–	Sell	-18,000	Closed	-$497K	–	62
2019 Q3	$497K	Sell	18,000 -37,000	-67%	-$1.05M	1.1%	29
2019 Q2	$1.38M	Buy	+55,000	New	+$1.6M	0.7%	26

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

Enlightenment Research's AVGO Position: Q4 2022 in Review

Enlightenment Research sold out of Broadcom (AVGO) in Q4 2022, closing a stake of 10,000 shares — an estimated $444K sold.

Enlightenment Research first reported a position in AVGO in Q2 2019 and held it in 7 quarters. The position peaked at $1.38M in Q2 2019. 2,142 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

Enlightenment Research reported no remaining Broadcom position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 10,000 Broadcom shares in Q4 2022, an estimated $444K.
Enlightenment Research first reported a position in Broadcom in Q2 2019 and held it in 7 quarters.
Enlightenment Research's Broadcom position peaked at $1.38M in Q2 2019.
2,142 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.