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Laurel Wealth Advisors (California)’s Broadcom AVGO Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$2.27M Buy
40,590
+920
+2% +$46.1K 0.22% 106
2022
Q3 		$1.76M Sell
39,670
-4,240
-10% -$217K 0.19% 122
2022
Q2 		$2.13M Sell
43,910
-2,950
-6% -$166K 0.22% 108
2022
Q1 		$2.95M Sell
46,860
-8,390
-15% -$498K 0.24% 94
2021
Q4 		$3.68M Buy
55,250
+32,800
+146% +$1.84M 0.28% 90
2021
Q3 		$1.09M Sell
22,450
-1,070
-5% -$52K 0.2% 120
2021
Q2 		$1.12M Sell
23,520
-320
-1% -$14.8K 0.15% 158
2021
Q1 		$1.1M Buy
23,840
+4,500
+23% +$208K 0.17% 145
2020
Q4 		$847K Sell
19,340
-340
-2% -$13.3K 0.12% 178
2020
Q3 		$717K Sell
19,680
-650
-3% -$21.8K 0.12% 183
2020
Q2 		$641K Sell
20,330
-40
-0.2% -$1.12K 0.12% 187
2020
Q1 		$483K Sell
20,370
-1,180
-5% -$33.2K 0.11% 205
2019
Q4 		$681K Sell
21,550
-4,680
-18% -$142K 0.11% 202
2019
Q3 		$724K Buy
26,230
+5,770
+28% +$164K 0.12% 188
2019
Q2 		$589K Buy
20,460
+410
+2% +$11.9K 0.13% 176
2019
Q1 		$603K Buy
20,050
+740
+4% +$20.1K 0.15% 158
2018
Q4 		$491K Sell
19,310
-9,440
-33% -$223K 0.14% 164
2018
Q3 		$709K Buy
28,750
+13,450
+88% +$302K 0.17% 134
2018
Q2 		$371K Sell
15,300
-15,580
-50% -$382K 0.1% 220
2018
Q1 		$758K Buy
30,880
+15,860
+106% +$399K 0.23% 108
2017
Q4 		$385K Sell
15,020
-3,100
-17% -$80.6K 0.11% 210
2017
Q3 		$439K Buy
18,120
+3,360
+23% +$83.1K 0.15% 166
2017
Q2 		$343K Buy
14,760
+340
+2% +$7.89K 0.12% 193
2017
Q1 		$315K Sell
14,420
-2,260
-14% -$46.5K 0.12% 189
2016
Q4 		$294K Buy
16,680
+2,830
+20% +$49K 0.13% 181
2016
Q3 		$239K Buy
+13,850
New +$232K 0.11% 202

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AVGO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Broadcom (AVGO) stake by 2.3% in Q4 2022, buying an estimated $46.1K and bringing the position to 40,590 shares worth $2.27M. The position accounts for 0.22% of the portfolio, ranked #106.

Laurel Wealth Advisors (California) first reported a position in AVGO in Q3 2016 and has held it in 26 quarters since. The position peaked at $3.68M in Q4 2021. 2,143 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

  • Laurel Wealth Advisors (California) held 40,590 shares of Broadcom worth $2.27M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 920 Broadcom shares in Q4 2022, an estimated $46.1K.
  • Broadcom made up 0.22% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #106 holding.
  • Laurel Wealth Advisors (California) first reported a position in Broadcom in Q3 2016 and has held it in 26 quarters since.
  • Laurel Wealth Advisors (California)'s Broadcom position peaked at $3.68M in Q4 2021.
  • 2,143 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.