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Harrison & Co Wealth Management’s Broadcom AVGO Stock Holding History

Harrison & Co 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 		$735K Sell
13,150
-200
-1% -$10K 0.71% 59
2022
Q3 		$593K Buy
+13,350
New +$682K 0.63% 62

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 $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harrison & Co Wealth Management's AVGO Position: Q4 2022 in Review

Harrison & Co Wealth Management reduced its Broadcom (AVGO) stake by 1.5% in Q4 2022, selling an estimated $10K and leaving 13,150 shares worth $735K. The position accounts for 0.71% of the portfolio, ranked #59.

Harrison & Co Wealth Management first reported a position in AVGO in Q3 2022 and has held it in 2 quarters since. 2,143 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

  • Harrison & Co Wealth Management held 13,150 shares of Broadcom worth $735K as of Q4 2022.
  • Harrison & Co Wealth Management sold 200 Broadcom shares in Q4 2022, an estimated $10K.
  • Broadcom made up 0.71% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #59 holding.
  • Harrison & Co Wealth Management first reported a position in Broadcom in Q3 2022 and has held it in 2 quarters since.
  • 2,143 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.