Ergoteles’s Broadcom AVGO Stock Holding History

Ergoteles’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	-92,030	Closed	-$4.09M	–	1442
2022 Q3	$4.09M	Buy	+92,030	New	+$4.7M	0.14%	154
2022 Q2	–	Sell	-17,390	Closed	-$1.09M	–	1630
2022 Q1	$1.09M	Buy	+17,390	New	+$1.03M	0.04%	404
2021 Q4	–	Sell	-10,260	Closed	-$498K	–	1230
2021 Q3	$498K	Sell	10,260 -257,420	-96%	-$12.5M	0.02%	582
2021 Q2	$12.8M	Buy	+267,680	New	+$12.4M	0.29%	101

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

Ergoteles's AVGO Position: Q4 2022 in Review

Ergoteles sold out of Broadcom (AVGO) in Q4 2022, closing a stake of 92,030 shares — an estimated $4.09M sold.

Ergoteles first reported a position in AVGO in Q2 2021 and held it in 4 quarters. The position peaked at $12.8M in Q2 2021. 2,141 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

Ergoteles reported no remaining Broadcom position as of Q4 2022 after selling out during the quarter.
Ergoteles sold 92,030 Broadcom shares in Q4 2022, an estimated $4.09M.
Ergoteles first reported a position in Broadcom in Q2 2021 and held it in 4 quarters.
Ergoteles's Broadcom position peaked at $12.8M in Q2 2021.
2,141 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.