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KCS Wealth Advisory’s Broadcom AVGO Stock Holding History

KCS Wealth Advisory’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 		– Sell
-2,930
Closed -$254K – 136
2023
Q2 		$254K Buy
+2,930
New +$209K 0.09% 136
2019
Q4 		– Sell
-3,910
Closed -$108K – 170
2019
Q3 		$108K Buy
+3,910
New +$111K 0.07% 191

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

KCS Wealth Advisory's AVGO Position: Q3 2023 in Review

KCS Wealth Advisory sold out of Broadcom (AVGO) in Q3 2023, closing a stake of 2,930 shares — an estimated $254K sold.

KCS Wealth Advisory first reported a position in AVGO in Q3 2019 and held it in 2 quarters. The position peaked at $254K in Q2 2023. 2,457 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

  • KCS Wealth Advisory reported no remaining Broadcom position as of Q3 2023 after selling out during the quarter.
  • KCS Wealth Advisory sold 2,930 Broadcom shares in Q3 2023, an estimated $254K.
  • KCS Wealth Advisory first reported a position in Broadcom in Q3 2019 and held it in 2 quarters.
  • KCS Wealth Advisory's Broadcom position peaked at $254K in Q2 2023.
  • 2,457 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.