First Capital Advisors Group’s Broadcom AVGO Stock Holding History

First Capital Advisors Group’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
2023 Q2	$260K	Sell	3,000 -1,820	-38%	-$130K	0.14%	120
2023 Q1	$309K	Buy	+4,820	New	+$290K	0.2%	104
2018 Q4	$265K	Sell	10,440 -1,440	-12%	-$34K	0.2%	105
2018 Q3	$293K	Sell	11,880 -170	-1%	-$3.81K	0.18%	110
2018 Q2	$292K	Buy	12,050 +1,910	+19%	+$46.8K	0.19%	114
2018 Q1	$239K	Sell	10,140 -2,950	-23%	-$74.3K	0.14%	146
2017 Q4	$336K	Buy	+13,090	New	+$340K	0.21%	124

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

First Capital Advisors Group's AVGO Position: Q2 2023 in Review

First Capital Advisors Group reduced its Broadcom (AVGO) stake by 38% in Q2 2023, selling an estimated $130K and leaving 3,000 shares worth $260K. The position accounts for 0.14% of the portfolio, ranked #120.

First Capital Advisors Group first reported a position in AVGO in Q4 2017 and has held it in 7 quarters since. The position peaked at $336K in Q4 2017. 2,387 funds tracked by Wall St. Rank hold AVGO as of Q2 2023.

First Capital Advisors Group held 3,000 shares of Broadcom worth $260K as of Q2 2023.
First Capital Advisors Group sold 1,820 Broadcom shares in Q2 2023, an estimated $130K.
Broadcom made up 0.14% of First Capital Advisors Group's portfolio in Q2 2023, its #120 holding.
First Capital Advisors Group first reported a position in Broadcom in Q4 2017 and has held it in 7 quarters since.
First Capital Advisors Group's Broadcom position peaked at $336K in Q4 2017.
2,387 funds tracked by Wall St. Rank held Broadcom as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.