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Kenfarb & Co’s Broadcom AVGO Stock Holding History

Kenfarb & 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
2023
Q3 		$17.4K Hold
210
– – 0.02% 165
2023
Q2 		$18.2K Hold
210
– – 0.02% 165
2023
Q1 		$13.5K Hold
210
– – 0.01% 167
2022
Q4 		$11.7K Hold
210
– – 0.01% 174
2022
Q3 		$9K Hold
210
– – 0.01% 180
2022
Q2 		$13K Hold
210
– – 0.01% 151
2022
Q1 		$13K Hold
210
– – 0.01% 151
2021
Q4 		$14K Buy
+210
New +$11.8K 0.01% 151

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

Kenfarb & Co's AVGO Position: Q3 2023 in Review

Kenfarb & Co held its Broadcom (AVGO) position steady in Q3 2023 at 210 shares worth $17.4K. The position accounts for 0.02% of the portfolio, ranked #165.

Kenfarb & Co first reported a position in AVGO in Q4 2021 and has held it in 8 quarters since. The position peaked at $18.2K in Q2 2023. 2,457 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

  • Kenfarb & Co held 210 shares of Broadcom worth $17.4K as of Q3 2023.
  • Kenfarb & Co left its Broadcom share count unchanged in Q3 2023.
  • Broadcom made up 0.02% of Kenfarb & Co's portfolio in Q3 2023, its #165 holding.
  • Kenfarb & Co first reported a position in Broadcom in Q4 2021 and has held it in 8 quarters since.
  • Kenfarb & Co's Broadcom position peaked at $18.2K in Q2 2023.
  • 2,457 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.