KM
AVGO icon

Kalos Management’s Broadcom AVGO Stock Holding History

Kalos 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
2023
Q2 		– Sell
-360
Closed -$23.1K – 150
2023
Q1 		$23.1K Buy
+360
New +$21.7K 0.05% 142
2022
Q1 		– Sell
-87,860
Closed -$4.91M – 186
2021
Q4 		$4.91M Buy
87,860
+7,250
+9% +$408K 1.33% 11
2021
Q3 		$4.5M Sell
80,610
-10,940
-12% -$532K 1.27% 11
2021
Q2 		$4.44M Buy
91,550
+1,120
+1% +$51.9K 1.8% 5
2021
Q1 		$3.98M Sell
90,430
-20,500
-18% -$948K 1.24% 10
2020
Q4 		$5.26M Sell
110,930
-13,360
-11% -$521K 2.25% 2
2020
Q3 		$4.52M Sell
124,290
-17,010
-12% -$570K 2.01% 5
2020
Q2 		$4.58M Sell
141,300
-9,560
-6% -$268K 1.93% 4
2020
Q1 		$4.14M Sell
150,860
-4,750
-3% -$134K 1.85% 5
2019
Q4 		$4.92M Sell
155,610
-2,720
-2% -$82.6K 1.79% 9
2019
Q3 		$4.37M Sell
158,330
-69,620
-31% -$1.98M 1.74% 9
2019
Q2 		$5.8M Buy
227,950
+56,410
+33% +$1.64M 2.64% 7
2019
Q1 		$5.16M Sell
171,540
-56,430
-25% -$1.53M 3.33% 2
2018
Q4 		$5.8M Sell
227,970
-11,380
-5% -$269K 2.82% 3
2018
Q3 		$5.86M Sell
239,350
-6,120
-2% -$137K 3.14% 7
2018
Q2 		$6.07M Sell
245,470
-2,010
-0.8% -$49.3K 2.75% 1
2018
Q1 		$5.83M Buy
247,480
+48,760
+25% +$1.23M 3.45% 1
2017
Q4 		$5.1M Sell
198,720
-5,260
-3% -$137K 2.4% 1
2017
Q3 		$4.95M Buy
203,980
+8,840
+5% +$219K 3.18% 1
2017
Q2 		$4.55M Sell
195,140
-2,140
-1% -$49.6K 4.16% 1
2017
Q1 		$4.32M Buy
197,280
+6,800
+4% +$140K 3.06% 1
2016
Q4 		$3.37M Buy
190,480
+5,190
+3% +$89.9K 2.72% 3
2016
Q3 		$3.2M Buy
+185,290
New +$3.1M 2.72% 2
2015
Q4 		– Hold
0
– – – 127

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 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kalos Management's AVGO Position: Q2 2023 in Review

Kalos Management sold out of Broadcom (AVGO) in Q2 2023, closing a stake of 360 shares — an estimated $23.1K sold.

Kalos Management first reported a position in AVGO in Q3 2016 and held it in 23 quarters. The position peaked at $6.07M in Q2 2018. 2,387 funds tracked by Wall St. Rank hold AVGO as of Q2 2023.

  • Kalos Management reported no remaining Broadcom position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 360 Broadcom shares in Q2 2023, an estimated $23.1K.
  • Kalos Management first reported a position in Broadcom in Q3 2016 and held it in 23 quarters.
  • Kalos Management's Broadcom position peaked at $6.07M in Q2 2018.
  • 2,387 funds tracked by Wall St. Rank held Broadcom as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.