Kore Private Wealth’s Broadcom AVGO Stock Holding History

Kore Private Wealth’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
2022 Q3	$616K	Buy	13,870 +280	+2%	+$14.3K	0.11%	113
2022 Q2	$660K	Sell	13,590 -780	-5%	-$43.8K	0.1%	134
2022 Q1	$905K	Buy	14,370 +690	+5%	+$41K	0.11%	127
2021 Q4	$910K	Sell	13,680 -12,130	-47%	-$682K	0.11%	124
2021 Q3	$1.25M	Buy	25,810 +1,780	+7%	+$86.6K	0.13%	127
2021 Q2	$1.15M	Buy	24,030 +4,270	+22%	+$198K	0.13%	125
2021 Q1	$916K	Buy	19,760 +1,340	+7%	+$62K	0.12%	116
2020 Q4	$807K	Buy	18,420 +4,480	+32%	+$175K	0.12%	115
2020 Q3	$508K	Sell	13,940 -1,760	-11%	-$59K	0.1%	135
2020 Q2	$495K	Sell	15,700 -890	-5%	-$24.9K	0.1%	128
2020 Q1	$393K	Buy	16,590 +2,490	+18%	+$70.2K	0.09%	132
2019 Q4	$446K	Sell	14,100 -2,690	-16%	-$81.7K	0.08%	146
2019 Q3	$461K	Sell	16,790 -370	-2%	-$10.5K	0.1%	135
2019 Q2	$494K	Buy	17,160 +410	+2%	+$11.9K	0.11%	131
2019 Q1	$504K	Sell	16,750 -11,620	-41%	-$315K	0.11%	122
2018 Q4	$721K	Buy	+28,370	New	+$670K	0.2%	97

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Kore Private Wealth's AVGO Position: Q3 2022 in Review

Kore Private Wealth increased its Broadcom (AVGO) stake by 2.1% in Q3 2022, buying an estimated $14.3K and bringing the position to 13,870 shares worth $616K. The position accounts for 0.11% of the portfolio, ranked #113.

Kore Private Wealth first reported a position in AVGO in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.25M in Q3 2021. 2,011 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

Kore Private Wealth held 13,870 shares of Broadcom worth $616K as of Q3 2022.
Kore Private Wealth bought 280 Broadcom shares in Q3 2022, an estimated $14.3K.
Broadcom made up 0.11% of Kore Private Wealth's portfolio in Q3 2022, its #113 holding.
Kore Private Wealth first reported a position in Broadcom in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's Broadcom position peaked at $1.25M in Q3 2021.
2,011 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.