Lincluden Management’s Broadcom AVGO Stock Holding History

Lincluden Management’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 Q2	–	Sell	-100	Closed	-$6K	–	75
2023 Q1	$6K	Buy	+100	New	+$6.02K	﹤0.01%	75

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 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

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

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

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

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

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

Lincluden Management's AVGO Position: Q2 2023 in Review

Lincluden Management sold out of Broadcom (AVGO) in Q2 2023, closing a stake of 100 shares — an estimated $6K sold.

Lincluden Management first reported a position in AVGO in Q1 2023 and held it in 1 quarter. The position peaked at $6K in Q1 2023. 2,387 funds tracked by Wall St. Rank hold AVGO as of Q2 2023.

Lincluden Management reported no remaining Broadcom position as of Q2 2023 after selling out during the quarter.
Lincluden Management sold 100 Broadcom shares in Q2 2023, an estimated $6K.
Lincluden Management first reported a position in Broadcom in Q1 2023 and held it in 1 quarter.
Lincluden Management's Broadcom position peaked at $6K in Q1 2023.
2,387 funds tracked by Wall St. Rank held Broadcom as of Q2 2023.

Based on Lincluden Management's 13F filing for Q2 2023, filed 9 Aug 2023.