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Jess S. Morgan & Co’s Broadcom AVGO Stock Holding History

Jess S. Morgan & Co’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
Q3 		$3.67M Buy
82,610
+20,800
+34% +$1.06M 3.19% 14
2022
Q2 		$3M Buy
61,810
+1,590
+3% +$89.2K 3.11% 18
2022
Q1 		$3.79M Buy
+60,220
New +$3.58M 2.76% 21

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Jess S. Morgan & Co's AVGO Position: Q3 2022 in Review

Jess S. Morgan & Co increased its Broadcom (AVGO) stake by 34% in Q3 2022, buying an estimated $1.06M and bringing the position to 82,610 shares worth $3.67M. The position accounts for 3.19% of the portfolio, ranked #14.

Jess S. Morgan & Co first reported a position in AVGO in Q1 2022 and has held it in 3 quarters since. The position peaked at $3.79M in Q1 2022. 2,011 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

  • Jess S. Morgan & Co held 82,610 shares of Broadcom worth $3.67M as of Q3 2022.
  • Jess S. Morgan & Co bought 20,800 Broadcom shares in Q3 2022, an estimated $1.06M.
  • Broadcom made up 3.19% of Jess S. Morgan & Co's portfolio in Q3 2022, its #14 holding.
  • Jess S. Morgan & Co first reported a position in Broadcom in Q1 2022 and has held it in 3 quarters since.
  • Jess S. Morgan & Co's Broadcom position peaked at $3.79M in Q1 2022.
  • 2,011 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on Jess S. Morgan & Co's 13F filing for Q3 2022, filed 21 Oct 2022.