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Kiwi Wealth Investments Limited Partnership’s Broadcom AVGO Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-357,480
Closed -$31M – 60
2023
Q2 		$31M Sell
357,480
-12,820
-3% -$914K 1.92% 8
2023
Q1 		$23.8M Buy
370,300
+18,820
+5% +$1.13M 1.54% 14
2022
Q4 		$19.7M Buy
351,480
+91,060
+35% +$4.57M 1.31% 17
2022
Q3 		$12.7M Hold
260,420
– – 0.88% 28
2022
Q2 		$12.7M Buy
260,420
+110,400
+74% +$6.2M 0.88% 28
2022
Q1 		$9.45M Buy
150,020
+6,890
+5% +$409K 0.51% 48
2021
Q4 		$9.52M Sell
143,130
-380
-0.3% -$21.4K 0.45% 61
2021
Q3 		$6.96M Buy
143,510
+115,690
+416% +$5.63M 0.35% 73
2021
Q2 		$1.33M Buy
+27,820
New +$1.29M 0.07% 184
2019
Q4 		– Sell
-48,030
Closed -$1.33M – 179
2019
Q3 		$1.33M Sell
48,030
-103,340
-68% -$2.94M 0.11% 163
2019
Q2 		$4.36M Buy
151,370
+13,230
+10% +$386K 0.38% 79
2019
Q1 		$4.15M Sell
138,140
-6,410
-4% -$174K 0.38% 83
2018
Q4 		$3.68M Buy
+144,550
New +$3.41M 0.39% 81
2018
Q1 		– Sell
-143,210
Closed -$3.68M – 167
2017
Q4 		$3.68M Buy
+143,210
New +$3.72M 0.4% 73
2016
Q1 		– Sell
-279,630
Closed -$4.06M – 107
2015
Q4 		$4.06M Buy
+279,630
New +$3.63M 0.45% 72

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

Kiwi Wealth Investments Limited Partnership's AVGO Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Broadcom (AVGO) in Q3 2023, closing a stake of 357,480 shares — an estimated $31M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in AVGO in Q4 2015 and held it in 15 quarters. The position peaked at $31M in Q2 2023. 2,458 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Broadcom position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 357,480 Broadcom shares in Q3 2023, an estimated $31M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Broadcom in Q4 2015 and held it in 15 quarters.
  • Kiwi Wealth Investments Limited Partnership's Broadcom position peaked at $31M in Q2 2023.
  • 2,458 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.