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Investment Partners’s Broadcom AVGO Stock Holding History

Investment Partners’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
-8,170
Closed -$363K – 149
2022
Q3 		$363K Buy
+8,170
New +$417K 0.11% 169
2018
Q1 		– Sell
-13,520
Closed -$347K – 151
2017
Q4 		$347K Buy
13,520
+10
+0.1% +$260 0.26% 87
2017
Q3 		$328K Hold
13,510
– – 0.28% 85
2017
Q2 		$315K Buy
13,510
+10
+0.1% +$232 0.29% 86
2017
Q1 		$296K Sell
13,500
-3,600
-21% -$74.1K 0.29% 85
2016
Q4 		$302K Buy
+17,100
New +$296K 0.3% 87

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Investment Partners's AVGO Position: Q4 2022 in Review

Investment Partners sold out of Broadcom (AVGO) in Q4 2022, closing a stake of 8,170 shares — an estimated $363K sold.

Investment Partners first reported a position in AVGO in Q4 2016 and held it in 6 quarters. The position peaked at $363K in Q3 2022. 2,142 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

  • Investment Partners reported no remaining Broadcom position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 8,170 Broadcom shares in Q4 2022, an estimated $363K.
  • Investment Partners first reported a position in Broadcom in Q4 2016 and held it in 6 quarters.
  • Investment Partners's Broadcom position peaked at $363K in Q3 2022.
  • 2,142 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.