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McCarthy Asset Management’s Broadcom AVGO Stock Holding History

McCarthy Asset 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
2022
Q2 		– Sell
-2,120
Closed -$133K – 59
2022
Q1 		$133K Hold
2,120
– – 0.09% 48
2021
Q4 		$141K Hold
2,120
– – 0.1% 45
2021
Q3 		$103K Hold
2,120
– – 0.08% 57
2021
Q2 		$101K Buy
2,120
+240
+13% +$11.1K 0.07% 63
2021
Q1 		$87K Hold
1,880
– – 0.07% 64
2020
Q4 		$82K Buy
+1,880
New +$73.3K 0.07% 65

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

McCarthy Asset Management's AVGO Position: Q2 2022 in Review

McCarthy Asset Management sold out of Broadcom (AVGO) in Q2 2022, closing a stake of 2,120 shares — an estimated $133K sold.

McCarthy Asset Management first reported a position in AVGO in Q4 2020 and held it in 6 quarters. The position peaked at $141K in Q4 2021. 1,998 funds tracked by Wall St. Rank hold AVGO as of Q2 2022.

  • McCarthy Asset Management reported no remaining Broadcom position as of Q2 2022 after selling out during the quarter.
  • McCarthy Asset Management sold 2,120 Broadcom shares in Q2 2022, an estimated $133K.
  • McCarthy Asset Management first reported a position in Broadcom in Q4 2020 and held it in 6 quarters.
  • McCarthy Asset Management's Broadcom position peaked at $141K in Q4 2021.
  • 1,998 funds tracked by Wall St. Rank held Broadcom as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.