Hotaling Investment Management’s Broadcom AVGO Stock Holding History

Hotaling Investment 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	$1.58M	Buy	28,250 +18,720	+196%	+$939K	0.71%	45
2022 Q3	$423K	Buy	9,530 +350	+4%	+$17.9K	0.2%	83
2022 Q2	$446K	Buy	9,180 +650	+8%	+$36.5K	0.19%	87
2022 Q1	$537K	Buy	8,530 +580	+7%	+$34.5K	0.21%	87
2021 Q4	$529K	Buy	7,950 +1,010	+15%	+$56.8K	0.18%	88
2021 Q3	$337K	Sell	6,940 -80	-1%	-$3.89K	0.14%	95
2021 Q2	$335K	Sell	7,020 -40	-0.6%	-$1.85K	0.14%	98
2021 Q1	$327K	Buy	7,060 +20	+0.3%	+$925	0.15%	95
2020 Q4	$308K	Buy	+7,040	New	+$274K	0.14%	92

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

Hotaling Investment Management's AVGO Position: Q4 2022 in Review

Hotaling Investment Management increased its Broadcom (AVGO) stake by 196% in Q4 2022, buying an estimated $939K and bringing the position to 28,250 shares worth $1.58M. The position accounts for 0.71% of the portfolio, ranked #45.

Hotaling Investment Management first reported a position in AVGO in Q4 2020 and has held it in 9 quarters since. 2,141 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

Hotaling Investment Management held 28,250 shares of Broadcom worth $1.58M as of Q4 2022.
Hotaling Investment Management bought 18,720 Broadcom shares in Q4 2022, an estimated $939K.
Broadcom made up 0.71% of Hotaling Investment Management's portfolio in Q4 2022, its #45 holding.
Hotaling Investment Management first reported a position in Broadcom in Q4 2020 and has held it in 9 quarters since.
2,141 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.