Ground Swell Capital’s Broadcom AVGO Stock Holding History

Ground Swell Capital’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 Q1	–	Sell	-3,740	Closed	-$209K	–	60
2022 Q4	$209K	Sell	3,740 -28,060	-88%	-$1.41M	0.93%	35
2022 Q3	$1.41M	Buy	+31,800	New	+$1.62M	4.02%	3
2022 Q1	–	Sell	-8,240	Closed	-$548K	–	72
2021 Q4	$548K	Buy	+8,240	New	+$463K	3.18%	4
2021 Q1	–	Sell	-5,210	Closed	-$228K	–	104
2020 Q4	$228K	Buy	+5,210	New	+$203K	0.87%	37
2014 Q3	$37K	Buy	4,230 +1,430	+51%	+$11.2K	0.07%	289
2014 Q2	$20K	Buy	+2,800	New	+$18.8K	0.04%	401

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 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

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

Ground Swell Capital's AVGO Position: Q1 2023 in Review

Ground Swell Capital sold out of Broadcom (AVGO) in Q1 2023, closing a stake of 3,740 shares — an estimated $209K sold.

Ground Swell Capital first reported a position in AVGO in Q2 2014 and held it in 6 quarters. The position peaked at $1.41M in Q3 2022. 2,200 funds tracked by Wall St. Rank hold AVGO as of Q1 2023.

Ground Swell Capital reported no remaining Broadcom position as of Q1 2023 after selling out during the quarter.
Ground Swell Capital sold 3,740 Broadcom shares in Q1 2023, an estimated $209K.
Ground Swell Capital first reported a position in Broadcom in Q2 2014 and held it in 6 quarters.
Ground Swell Capital's Broadcom position peaked at $1.41M in Q3 2022.
2,200 funds tracked by Wall St. Rank held Broadcom as of Q1 2023.

Based on Ground Swell Capital's 13F filing for Q1 2023, filed 8 May 2023.