Essex Investment Management’s Broadcom AVGO Stock Holding History

Essex Investment Management’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	-4,150	Closed	-$184K	–	396
2022 Q3	$184K	Hold	4,150	–	–	0.03%	277
2022 Q2	$202K	Hold	4,150	–	–	0.03%	283
2022 Q1	$261K	Hold	4,150	–	–	0.03%	291
2021 Q4	$276K	Hold	4,150	–	–	0.03%	298
2021 Q3	$201K	Sell	4,150 -14,920	-78%	-$726K	0.02%	321
2021 Q2	$909K	Hold	19,070	–	–	0.11%	238
2021 Q1	$884K	Sell	19,070 -1,550	-8%	-$71.7K	0.11%	243
2020 Q4	$903K	Sell	20,620 -5,000	-20%	-$195K	0.11%	238
2020 Q3	$933K	Hold	25,620	–	–	0.13%	231
2020 Q2	$809K	Sell	25,620 -10,530	-29%	-$295K	0.13%	215
2020 Q1	$857K	Buy	36,150 +32,000	+771%	+$902K	0.17%	175
2019 Q4	$131K	Buy	+4,150	New	+$126K	0.02%	376
2015 Q2	–	Sell	-21,000	Closed	-$267K	–	315
2015 Q1	$267K	Hold	21,000	–	–	0.04%	286
2014 Q4	$211K	Buy	+21,000	New	+$188K	0.03%	308

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 $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Essex Investment Management's AVGO Position: Q4 2022 in Review

Essex Investment Management sold out of Broadcom (AVGO) in Q4 2022, closing a stake of 4,150 shares — an estimated $184K sold.

Essex Investment Management first reported a position in AVGO in Q4 2014 and held it in 14 quarters. The position peaked at $933K in Q3 2020. 2,143 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

Essex Investment Management reported no remaining Broadcom position as of Q4 2022 after selling out during the quarter.
Essex Investment Management sold 4,150 Broadcom shares in Q4 2022, an estimated $184K.
Essex Investment Management first reported a position in Broadcom in Q4 2014 and held it in 14 quarters.
Essex Investment Management's Broadcom position peaked at $933K in Q3 2020.
2,143 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Essex Investment Management's 13F filing for Q4 2022, filed 3 Feb 2023.