First Command Bank’s Broadcom AVGO Stock Holding History

First Command Bank’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	$194K	Sell	2,240 -400	-15%	-$28.5K	0.02%	144
2023 Q1	$169K	Hold	2,640	–	–	0.02%	146
2022 Q4	$148K	Buy	2,640 +160	+6%	+$8.02K	0.02%	151
2022 Q3	$110K	Sell	2,480 -190	-7%	-$9.71K	0.02%	166
2022 Q2	$130K	Sell	2,670 -1,210	-31%	-$67.9K	0.02%	157
2022 Q1	$244K	Buy	3,880 +760	+24%	+$45.1K	0.03%	126
2021 Q4	$151K	Hold	3,120	–	–	0.03%	158
2021 Q3	$151K	Buy	3,120 +860	+38%	+$41.8K	0.03%	158
2021 Q2	$108K	Buy	2,260 +510	+29%	+$23.6K	0.01%	191
2021 Q1	$81K	Buy	1,750 +470	+37%	+$21.7K	0.02%	202
2020 Q4	$56K	Hold	1,280	–	–	0.01%	209
2020 Q3	$47K	Hold	1,280	–	–	0.01%	194
2020 Q2	$40K	Sell	1,280 -1,300	-50%	-$36.4K	0.01%	205
2020 Q1	$61K	Hold	2,580	–	–	0.03%	174
2019 Q4	$82K	Sell	2,580 -470	-15%	-$14.3K	0.04%	177
2019 Q3	$84K	Buy	3,050 +1,200	+65%	+$34.1K	0.04%	171
2019 Q2	$54K	Sell	1,850 -320	-15%	-$9.33K	0.03%	196
2019 Q1	$65K	Sell	2,170 -160	-7%	-$4.34K	0.03%	182
2018 Q4	$59K	Buy	2,330 +160	+7%	+$3.78K	0.03%	185
2018 Q3	$54K	Hold	2,170	–	–	0.02%	196
2018 Q2	$52K	Hold	2,170	–	–	0.02%	200
2018 Q1	$51.1K	Buy	2,170 +570	+36%	+$14.4K	0.03%	207
2017 Q4	$41K	Hold	1,600	–	–	0.02%	217
2017 Q3	$39K	Hold	1,600	–	–	0.02%	217
2017 Q2	$37K	Buy	+1,600	New	+$37.1K	0.02%	228

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 Command Bank's AVGO Position: Q2 2023 in Review

First Command Bank reduced its Broadcom (AVGO) stake by 15% in Q2 2023, selling an estimated $28.5K and leaving 2,240 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #144.

First Command Bank first reported a position in AVGO in Q2 2017 and has held it in 25 quarters since. The position peaked at $244K in Q1 2022. 2,387 funds tracked by Wall St. Rank hold AVGO as of Q2 2023.

First Command Bank held 2,240 shares of Broadcom worth $194K as of Q2 2023.
First Command Bank sold 400 Broadcom shares in Q2 2023, an estimated $28.5K.
Broadcom made up 0.02% of First Command Bank's portfolio in Q2 2023, its #144 holding.
First Command Bank first reported a position in Broadcom in Q2 2017 and has held it in 25 quarters since.
First Command Bank's Broadcom position peaked at $244K in Q1 2022.
2,387 funds tracked by Wall St. Rank held Broadcom as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.