KB Financial Partners’s Broadcom AVGO Stock Holding History

KB Financial 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
2023 Q3	$196K	Sell	2,360 -100	-4%	-$8.67K	0.06%	165
2023 Q2	$213K	Buy	2,460 +140	+6%	+$9.98K	0.06%	172
2023 Q1	$149K	Sell	2,320 -200	-8%	-$12K	0.04%	182
2022 Q4	$141K	Hold	2,520	–	–	0.05%	186
2022 Q3	$112K	Hold	2,520	–	–	0.04%	189
2022 Q2	$122K	Sell	2,520 -510	-17%	-$28.6K	0.04%	190
2022 Q1	$191K	Sell	3,030 -410	-12%	-$24.4K	0.05%	177
2021 Q4	$229K	Buy	+3,440	New	+$193K	0.07%	167
2021 Q3	–	Sell	-3,940	Closed	-$188K	–	197
2021 Q2	$188K	Sell	3,940 -1,130	-22%	-$52.4K	0.07%	160
2021 Q1	$235K	Buy	+5,070	New	+$234K	0.1%	112

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

KB Financial Partners's AVGO Position: Q3 2023 in Review

KB Financial Partners reduced its Broadcom (AVGO) stake by 4.1% in Q3 2023, selling an estimated $8.67K and leaving 2,360 shares worth $196K. The position accounts for 0.06% of the portfolio, ranked #165.

KB Financial Partners first reported a position in AVGO in Q1 2021 and has held it in 10 quarters since. The position peaked at $235K in Q1 2021. 2,457 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

KB Financial Partners held 2,360 shares of Broadcom worth $196K as of Q3 2023.
KB Financial Partners sold 100 Broadcom shares in Q3 2023, an estimated $8.67K.
Broadcom made up 0.06% of KB Financial Partners's portfolio in Q3 2023, its #165 holding.
KB Financial Partners first reported a position in Broadcom in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Broadcom position peaked at $235K in Q1 2021.
2,457 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.