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FSC Wealth Advisors’s Broadcom AVGO Stock Holding History

FSC Wealth Advisors’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
-100
Closed -$4K – 165
2022
Q3 		$4K Hold
100
– – 0.04% 146
2022
Q2 		$5K Hold
100
– – 0.04% 130
2022
Q1 		$6K Hold
100
– – 0.01% 135
2021
Q4 		$7K Buy
+100
New +$5.62K ﹤0.01% 138

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSC Wealth Advisors's AVGO Position: Q4 2022 in Review

FSC Wealth Advisors sold out of Broadcom (AVGO) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

FSC Wealth Advisors first reported a position in AVGO in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q4 2021. 2,141 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

  • FSC Wealth Advisors reported no remaining Broadcom position as of Q4 2022 after selling out during the quarter.
  • FSC Wealth Advisors sold 100 Broadcom shares in Q4 2022, an estimated $4K.
  • FSC Wealth Advisors first reported a position in Broadcom in Q4 2021 and held it in 4 quarters.
  • FSC Wealth Advisors's Broadcom position peaked at $7K in Q4 2021.
  • 2,141 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on FSC Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.