Highland Private Wealth Management’s Broadcom AVGO Stock Holding History

Highland Private 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	–	Sell	-29,950	Closed	-$1.33M	–	16
2022 Q3	$1.33M	Buy	29,950 +250	+0.8%	+$12.8K	0.21%	45
2022 Q2	$1.44M	Buy	29,700 +20,010	+207%	+$1.12M	0.22%	41
2022 Q1	$610K	Buy	9,690 +330	+4%	+$19.6K	0.08%	84
2021 Q4	$623K	Buy	9,360 +780	+9%	+$43.8K	0.08%	86
2021 Q3	$416K	Sell	8,580 -1,000	-10%	-$48.6K	0.06%	108
2021 Q2	$457K	Sell	9,580 -20	-0.2%	-$927	0.07%	97
2021 Q1	$446K	Buy	9,600 +60	+0.6%	+$2.77K	0.07%	91
2020 Q4	$418K	Buy	9,540 +1,830	+24%	+$71.3K	0.07%	91
2020 Q3	$281K	Buy	7,710 +440	+6%	+$14.7K	0.06%	104
2020 Q2	$229K	Buy	+7,270	New	+$203K	0.05%	116
2020 Q1	–	Sell	-6,610	Closed	-$209K	–	119
2019 Q4	$209K	Buy	+6,610	New	+$201K	0.05%	122
2019 Q2	–	Sell	-6,690	Closed	-$201K	–	128
2019 Q1	$201K	Buy	+6,690	New	+$181K	0.06%	113

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Highland Private Wealth Management's AVGO Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Broadcom (AVGO) in Q4 2022, closing a stake of 29,950 shares — an estimated $1.33M sold.

Highland Private Wealth Management first reported a position in AVGO in Q1 2019 and held it in 12 quarters. The position peaked at $1.44M in Q2 2022. 2,142 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

Highland Private Wealth Management reported no remaining Broadcom position as of Q4 2022 after selling out during the quarter.
Highland Private Wealth Management sold 29,950 Broadcom shares in Q4 2022, an estimated $1.33M.
Highland Private Wealth Management first reported a position in Broadcom in Q1 2019 and held it in 12 quarters.
Highland Private Wealth Management's Broadcom position peaked at $1.44M in Q2 2022.
2,142 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.