Foresight Wealth Management’s Broadcom AVGO Stock Holding History

Foresight Wealth Management’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 Q4	–	Sell	-21,600	Closed	-$959K	–	22
2022 Q3	$959K	Buy	21,600 +1,310	+6%	+$66.9K	0.22%	38
2022 Q2	$986K	Buy	20,290 +1,330	+7%	+$74.7K	0.2%	43
2022 Q1	$1.19M	Buy	18,960 +210	+1%	+$12.5K	0.22%	38
2021 Q4	$1.25M	Sell	18,750 -210	-1%	-$11.8K	0.02%	37
2021 Q3	$919K	Sell	18,960 -570	-3%	-$27.7K	0.18%	41
2021 Q2	$931K	Buy	19,530 +3,050	+19%	+$141K	0.21%	45
2021 Q1	$764K	Buy	16,480 +5,100	+45%	+$236K	0.19%	48
2020 Q4	$498K	Buy	11,380 +5,660	+99%	+$221K	0.13%	64
2020 Q3	$209K	Buy	+5,720	New	+$192K	0.07%	85

Other funds holding AVGO

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Foresight Wealth Management's AVGO Position: Q4 2022 in Review

Foresight Wealth Management sold out of Broadcom (AVGO) in Q4 2022, closing a stake of 21,600 shares — an estimated $959K sold.

Foresight Wealth Management first reported a position in AVGO in Q3 2020 and held it in 9 quarters. The position peaked at $1.25M in Q4 2021. 2,141 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

Foresight Wealth Management reported no remaining Broadcom position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 21,600 Broadcom shares in Q4 2022, an estimated $959K.
Foresight Wealth Management first reported a position in Broadcom in Q3 2020 and held it in 9 quarters.
Foresight Wealth Management's Broadcom position peaked at $1.25M in Q4 2021.
2,141 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.