Financial Architects (New Jersey)’s Broadcom AVGO Stock Holding History

Financial Architects (New Jersey)’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
2019 Q3	–	Sell	-3,000	Closed	-$86K	–	1013
2019 Q2	$86K	Hold	3,000	–	–	0.02%	406
2019 Q1	$90K	Hold	3,000	–	–	0.02%	486
2018 Q4	$76K	Buy	3,000 +1,000	+50%	+$23.6K	0.01%	463
2018 Q3	$49K	Buy	+2,000	New	+$44.8K	0.01%	641
2018 Q2	–	Sell	-2,000	Closed	-$47K	–	1329
2018 Q1	$47K	Buy	+2,000	New	+$50.4K	0.01%	623
2017 Q4	–	Sell	-2,000	Closed	-$49K	–	1482
2017 Q3	$49K	Buy	+2,000	New	+$49.4K	0.01%	689
2016 Q3	–	Sell	-7,000	Closed	-$6K	–	1445
2016 Q2	$6K	Buy	+7,000	New	+$107K	﹤0.01%	1072

Other funds holding AVGO

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

BlackRock New York $5.72T AUM 30.48% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Architects (New Jersey)'s AVGO Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Broadcom (AVGO) stake by 2.2% in Q2 2023, buying an estimated $7.13K and bringing the position to 4,620 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #231.

Financial Architects (New Jersey) first reported a position in AVGO in Q2 2014 and has held it in 32 quarters since. The position peaked at $780K in Q1 2019. 2,388 funds tracked by Wall St. Rank hold AVGO as of Q2 2023.

Financial Architects (New Jersey) held 4,620 shares of Broadcom worth $401K as of Q2 2023.
Financial Architects (New Jersey) bought 100 Broadcom shares in Q2 2023, an estimated $7.13K.
Broadcom made up 0.06% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #231 holding.
Financial Architects (New Jersey) first reported a position in Broadcom in Q2 2014 and has held it in 32 quarters since.
Financial Architects (New Jersey)'s Broadcom position peaked at $780K in Q1 2019.
2,388 funds tracked by Wall St. Rank held Broadcom as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.