Level Financial Advisors’s Broadcom AVGO Stock Holding History

Level Financial Advisors’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	–	Sell	-40	Closed	-$2K	–	250
2022 Q4	$2K	Buy	+40	New	+$2.01K	﹤0.01%	215

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

Level Financial Advisors's AVGO Position: Q1 2023 in Review

Level Financial Advisors sold out of Broadcom (AVGO) in Q1 2023, closing a stake of 40 shares — an estimated $2K sold.

Level Financial Advisors first reported a position in AVGO in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 2,201 funds tracked by Wall St. Rank hold AVGO as of Q1 2023.

Level Financial Advisors reported no remaining Broadcom position as of Q1 2023 after selling out during the quarter.
Level Financial Advisors sold 40 Broadcom shares in Q1 2023, an estimated $2K.
Level Financial Advisors first reported a position in Broadcom in Q4 2022 and held it in 1 quarter.
Level Financial Advisors's Broadcom position peaked at $2K in Q4 2022.
2,201 funds tracked by Wall St. Rank held Broadcom as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.