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HighTower Trust’s Broadcom AVGO Stock Holding History

HighTower Trust’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 		$1.05M Buy
17,080
+330
+2% +$19.9K 0.1% 104
2022
Q4 		$913K Buy
16,750
+60
+0.4% +$3.01K 0.09% 108
2022
Q3 		$741K Sell
16,690
-189,570
-92% -$9.68M 0.08% 113
2022
Q2 		$3.03K Buy
206,260
+184,910
+866% +$10.4M 0.32% 58
2022
Q1 		$1.34M Buy
21,350
+150
+0.7% +$8.91K 0.13% 93
2021
Q4 		$1.41M Buy
+21,200
New +$1.19M 0.14% 86

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

HighTower Trust's AVGO Position: Q1 2023 in Review

HighTower Trust increased its Broadcom (AVGO) stake by 2% in Q1 2023, buying an estimated $19.9K and bringing the position to 17,080 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #104.

HighTower Trust first reported a position in AVGO in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.41M in Q4 2021. 2,201 funds tracked by Wall St. Rank hold AVGO as of Q1 2023.

  • HighTower Trust held 17,080 shares of Broadcom worth $1.05M as of Q1 2023.
  • HighTower Trust bought 330 Broadcom shares in Q1 2023, an estimated $19.9K.
  • Broadcom made up 0.1% of HighTower Trust's portfolio in Q1 2023, its #104 holding.
  • HighTower Trust first reported a position in Broadcom in Q4 2021 and has held it in 6 quarters since.
  • HighTower Trust's Broadcom position peaked at $1.41M in Q4 2021.
  • 2,201 funds tracked by Wall St. Rank held Broadcom as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.