FourThought Financial’s Broadcom AVGO Stock Holding History

FourThought Financial’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 Q3	$8.21M	Buy	184,920 +7,030	+4%	+$359K	1.21%	22
2022 Q2	$8.64M	Sell	177,890 -9,930	-5%	-$557K	1.26%	20
2022 Q1	$11.8M	Buy	187,820 +6,350	+3%	+$377K	1.5%	14
2021 Q4	$12.1M	Sell	181,470 -5,390	-3%	-$303K	1.52%	14
2021 Q3	$9.06M	Sell	186,860 -630	-0.3%	-$30.6K	1.21%	20
2021 Q2	$8.94M	Sell	187,490 -21,620	-10%	-$1M	1.2%	22
2021 Q1	$9.7M	Buy	209,110 +2,260	+1%	+$105K	1.4%	15
2020 Q4	$9.06M	Buy	+206,850	New	+$8.06M	1.45%	13

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

FourThought Financial's AVGO Position: Q3 2022 in Review

FourThought Financial increased its Broadcom (AVGO) stake by 4% in Q3 2022, buying an estimated $359K and bringing the position to 184,920 shares worth $8.21M. The position accounts for 1.21% of the portfolio, ranked #22.

FourThought Financial first reported a position in AVGO in Q4 2020 and has held it in 8 quarters since. The position peaked at $12.1M in Q4 2021. 2,011 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

FourThought Financial held 184,920 shares of Broadcom worth $8.21M as of Q3 2022.
FourThought Financial bought 7,030 Broadcom shares in Q3 2022, an estimated $359K.
Broadcom made up 1.21% of FourThought Financial's portfolio in Q3 2022, its #22 holding.
FourThought Financial first reported a position in Broadcom in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Broadcom position peaked at $12.1M in Q4 2021.
2,011 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.