HC Financial Advisors’s Broadcom AVGO Stock Holding History

HC Financial 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 Q2	$61K	Buy	1,250 +250	+25%	+$14K	0.04%	117
2022 Q1	$63K	Hold	1,000	–	–	0.04%	123
2021 Q4	$67K	Hold	1,000	–	–	0.04%	125
2021 Q3	$48K	Hold	1,000	–	–	0.03%	133
2021 Q2	$48K	Hold	1,000	–	–	0.03%	136
2021 Q1	$46K	Hold	1,000	–	–	0.03%	135
2020 Q4	$44K	Hold	1,000	–	–	0.03%	144
2020 Q3	$36K	Hold	1,000	–	–	0.03%	140
2020 Q2	$32K	Hold	1,000	–	–	0.03%	138
2020 Q1	$24K	Buy	+1,000	New	+$28.2K	0.02%	157

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

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 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

HC Financial Advisors's AVGO Position: Q2 2022 in Review

HC Financial Advisors increased its Broadcom (AVGO) stake by 25% in Q2 2022, buying an estimated $14K and bringing the position to 1,250 shares worth $61K. The position accounts for 0.04% of the portfolio, ranked #117.

HC Financial Advisors first reported a position in AVGO in Q1 2020 and has held it in 10 quarters since. The position peaked at $67K in Q4 2021. 1,999 funds tracked by Wall St. Rank hold AVGO as of Q2 2022.

HC Financial Advisors held 1,250 shares of Broadcom worth $61K as of Q2 2022.
HC Financial Advisors bought 250 Broadcom shares in Q2 2022, an estimated $14K.
Broadcom made up 0.04% of HC Financial Advisors's portfolio in Q2 2022, its #117 holding.
HC Financial Advisors first reported a position in Broadcom in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Broadcom position peaked at $67K in Q4 2021.
1,999 funds tracked by Wall St. Rank held Broadcom as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.