IBM Retirement Fund’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-64,370
| Closed | -$4.05M | – | 45 |
|
|
2022
Q1 | $4.05M | Sell |
64,370
-2,070
| -3% | -$123K | 0.57% | 24 |
|
|
2021
Q4 | $4.42M | Sell |
66,440
-46,150
| -41% | -$2.59M | 0.55% | 23 |
|
|
2021
Q3 | $5.46M | Buy |
112,590
+220
| +0.2% | +$10.7K | 0.43% | 40 |
|
|
2021
Q2 | $5.36M | Sell |
112,370
-21,970
| -16% | -$1.02M | 0.42% | 41 |
|
|
2021
Q1 | $6.23M | Sell |
134,340
-12,390
| -8% | -$573K | 0.44% | 38 |
|
|
2020
Q4 | $6.42M | Buy |
146,730
+12,410
| +9% | +$484K | 0.44% | 39 |
|
|
2020
Q3 | $4.89M | Buy |
134,320
+35,680
| +36% | +$1.2M | 0.42% | 43 |
|
|
2020
Q2 | $3.11M | Sell |
98,640
-50
| -0.1% | -$1.4K | 0.4% | 45 |
|
|
2020
Q1 | $2.34M | Buy |
98,690
+34,500
| +54% | +$972K | 0.43% | 55 |
|
|
2019
Q4 | $2.03M | Sell |
64,190
-2,440
| -4% | -$74.1K | 0.36% | 52 |
|
|
2019
Q3 | $1.84M | Sell |
66,630
-700
| -1% | -$19.9K | 0.35% | 54 |
|
|
2019
Q2 | $1.94M | Sell |
67,330
-1,980
| -3% | -$57.7K | 0.36% | 49 |
|
|
2019
Q1 | $2.08M | Sell |
69,310
-480
| -0.7% | -$13K | 0.41% | 43 |
|
|
2018
Q4 | $1.77M | Sell |
69,790
-8,140
| -10% | -$192K | 0.41% | 44 |
|
|
2018
Q3 | $1.92M | Sell |
77,930
-12,170
| -14% | -$273K | 0.44% | 52 |
|
|
2018
Q2 | $2.19M | Sell |
90,100
-6,390
| -7% | -$157K | 0.46% | 49 |
|
|
2018
Q1 | $2.27M | Sell |
96,490
-3,300
| -3% | -$83.1K | 0.42% | 52 |
|
|
2017
Q4 | $2.81M | Buy |
99,790
+470
| +0.5% | +$12.2K | 0.48% | 47 |
|
|
2017
Q3 | $2.65M | Buy |
99,320
+1,680
| +2% | +$41.5K | 0.49% | 48 |
|
|
2017
Q2 | $2.54M | Buy |
97,640
+44,270
| +83% | +$1.03M | 0.47% | 45 |
|
|
2017
Q1 | $1.48M | Sell |
53,370
-300,700
| -85% | -$6.19M | 0.42% | 58 |
|
|
2016
Q4 | $6.58M | Sell |
354,070
-1,620
| -0.5% | -$28.1K | 0.28% | 68 |
|
|
2016
Q3 | $6.14M | Sell |
355,690
-141,220
| -28% | -$2.36M | 0.31% | 65 |
|
|
2016
Q2 | $7.95M | Buy |
496,910
+4,550
| +0.9% | +$69.3K | 0.29% | 74 |
|
|
2016
Q1 | $7.81M | Sell |
492,360
-131,830
| -21% | -$1.78M | 0.29% | 72 |
|
|
2015
Q4 | $9.06M | Sell |
624,190
-1,740
| -0.3% | -$22.6K | 0.17% | 129 |
|
|
2015
Q3 | $7.97M | Sell |
625,930
-490
| -0.1% | -$6.19K | 0.17% | 131 |
|
|
2015
Q2 | $8.33M | Sell |
626,420
-607,690
| -49% | -$7.96M | 0.16% | 135 |
|
|
2015
Q1 | $15.7M | Buy |
1,234,110
+618,660
| +101% | +$7.09M | 0.3% | 72 |
|
|
2014
Q4 | $6.19M | Sell |
615,450
-2,890
| -0.5% | -$25.8K | 0.12% | 187 |
|
|
2014
Q3 | $5.38M | Sell |
618,340
-18,830
| -3% | -$147K | 0.11% | 205 |
|
|
2014
Q2 | $4.57M | Buy |
637,170
+3,900
| +0.6% | +$26.2K | 0.09% | 241 |
|
|
2014
Q1 | $4.07M | Sell |
633,270
-338,930
| -35% | -$1.99M | 0.08% | 263 |
|
|
2013
Q4 | $5.14M | Sell |
972,200
-54,980
| -5% | -$253K | 0.07% | 318 |
|
|
2013
Q3 | $4.43M | Sell |
1,027,180
-142,450
| -12% | -$547K | 0.06% | 347 |
|
|
2013
Q2 | $4.37M | Buy |
+1,169,630
| New | +$4.08M | 0.05% | 369 |
|
Other funds holding AVGO
IBM Retirement Fund's AVGO Position: Q2 2022 in Review
IBM Retirement Fund sold out of Broadcom (AVGO) in Q2 2022, closing a stake of 64,370 shares — an estimated $4.05M sold.
IBM Retirement Fund first reported a position in AVGO in Q2 2013 and held it in 36 quarters. The position peaked at $15.7M in Q1 2015. 1,998 funds tracked by Wall St. Rank hold AVGO as of Q2 2022.
- IBM Retirement Fund reported no remaining Broadcom position as of Q2 2022 after selling out during the quarter.
- IBM Retirement Fund sold 64,370 Broadcom shares in Q2 2022, an estimated $4.05M.
- IBM Retirement Fund first reported a position in Broadcom in Q2 2013 and held it in 36 quarters.
- IBM Retirement Fund's Broadcom position peaked at $15.7M in Q1 2015.
- 1,998 funds tracked by Wall St. Rank held Broadcom as of Q2 2022.
Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.