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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
-2,000
Closed -$58K – 1014
2019
Q2 		$58K Buy
+2,000
New +$58.3K 0.01% 481

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
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.