Mount Capital’s Broadcom AVGO Stock Holding History

Mount Capital’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	-39,720	Closed	-$2.55M	–	26
2023 Q1	$2.55M	Sell	39,720 -5,670	-12%	-$341K	1.01%	15
2022 Q4	$2.54M	Buy	+45,390	New	+$2.28M	0.98%	17

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mount Capital's AVGO Position: Q2 2023 in Review

Mount Capital sold out of Broadcom (AVGO) in Q2 2023, closing a stake of 39,720 shares — an estimated $2.55M sold.

Mount Capital first reported a position in AVGO in Q4 2022 and held it in 2 quarters. The position peaked at $2.55M in Q1 2023. 2,390 funds tracked by Wall St. Rank hold AVGO as of Q2 2023.

Mount Capital reported no remaining Broadcom position as of Q2 2023 after selling out during the quarter.
Mount Capital sold 39,720 Broadcom shares in Q2 2023, an estimated $2.55M.
Mount Capital first reported a position in Broadcom in Q4 2022 and held it in 2 quarters.
Mount Capital's Broadcom position peaked at $2.55M in Q1 2023.
2,390 funds tracked by Wall St. Rank held Broadcom as of Q2 2023.

Based on Mount Capital's 13F filing for Q2 2023, filed 14 Aug 2023.