Ferris Capital’s Broadcom AVGO Stock Holding History

Ferris Capital’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 Q1	$781K	Hold	12,410	–	–	0.18%	107
2021 Q4	$826K	Hold	12,410	–	–	0.18%	106
2021 Q3	$689K	Buy	+12,410	New	+$604K	0.15%	119
2021 Q2	–	Sell	-12,480	Closed	-$579K	–	58
2021 Q1	$579K	Buy	+12,480	New	+$577K	0.14%	120
2020 Q2	–	Sell	-10,710	Closed	-$254K	–	166
2020 Q1	$254K	Buy	+10,710	New	+$302K	0.11%	129
2019 Q2	–	Sell	-2,410	Closed	-$72K	–	203
2019 Q1	$72K	Hold	2,410	–	–	0.03%	228
2018 Q4	$61K	Buy	2,410 +490	+26%	+$11.6K	0.03%	229
2018 Q3	$47K	Sell	1,920 -370	-16%	-$8.3K	0.02%	265
2018 Q2	$56K	Hold	2,290	–	–	0.02%	247
2018 Q1	$54K	Buy	+2,290	New	+$57.7K	0.02%	275
2017 Q3	–	Sell	-4,610	Closed	-$107K	–	186
2017 Q2	$107K	Buy	+4,610	New	+$107K	0.05%	191

Other funds holding AVGO

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ferris Capital's AVGO Position: Q1 2022 in Review

Ferris Capital held its Broadcom (AVGO) position steady in Q1 2022 at 12,410 shares worth $781K. The position accounts for 0.18% of the portfolio, ranked #107.

Ferris Capital first reported a position in AVGO in Q2 2017 and has held it in 11 quarters since. The position peaked at $826K in Q4 2021. 2,059 funds tracked by Wall St. Rank hold AVGO as of Q1 2022.

Ferris Capital held 12,410 shares of Broadcom worth $781K as of Q1 2022.
Ferris Capital left its Broadcom share count unchanged in Q1 2022.
Broadcom made up 0.18% of Ferris Capital's portfolio in Q1 2022, its #107 holding.
Ferris Capital first reported a position in Broadcom in Q2 2017 and has held it in 11 quarters since.
Ferris Capital's Broadcom position peaked at $826K in Q4 2021.
2,059 funds tracked by Wall St. Rank held Broadcom as of Q1 2022.

Based on Ferris Capital's 13F filing for Q1 2022, filed 13 May 2022.