Kula Investments’s Broadcom AVGO Stock Holding History

Kula Investments’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 Q1	$318K	Buy	+4,950	New	+$298K	0.08%	443

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Kula Investments's AVGO Position: Q1 2023 in Review

Kula Investments opened a new position in Broadcom (AVGO) in Q1 2023: 4,950 shares worth $318K. The stake represents 0.08% of the portfolio and ranks #443 among its holdings.

2,200 funds tracked by Wall St. Rank hold AVGO as of Q1 2023.

Kula Investments held 4,950 shares of Broadcom worth $318K as of Q1 2023.
Broadcom was a new Kula Investments position in Q1 2023.
Broadcom made up 0.08% of Kula Investments's portfolio in Q1 2023, its #443 holding.
2,200 funds tracked by Wall St. Rank held Broadcom as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.