Parsec Financial Management’s Broadcom AVGO Stock Holding History

Parsec Financial 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 Q1	$36.7M	Buy	572,080 +1,230	+0.2%	+$74K	1.55%	13
2022 Q4	$31.9M	Buy	570,850 +29,140	+5%	+$1.46M	1.42%	16
2022 Q3	$24.1M	Buy	541,710 +45,430	+9%	+$2.32M	1.2%	20
2022 Q2	$24.1M	Buy	496,280 +26,290	+6%	+$1.48M	1.17%	26
2022 Q1	$29.6M	Buy	469,990 +20,920	+5%	+$1.24M	1.26%	22
2021 Q4	$29.9M	Buy	449,070 +3,980	+0.9%	+$224K	1.24%	24
2021 Q3	$24.8M	Buy	445,090 +8,180	+2%	+$398K	1.06%	32
2021 Q2	$20.8M	Buy	436,910 +18,010	+4%	+$835K	0.98%	32
2021 Q1	$19.4M	Buy	418,900 +53,670	+15%	+$2.48M	1%	31
2020 Q4	$16M	Buy	365,230 +36,930	+11%	+$1.44M	0.86%	35
2020 Q3	$12M	Buy	328,300 +117,400	+56%	+$3.93M	0.73%	39
2020 Q2	$6.66M	Buy	210,900 +34,510	+20%	+$966K	0.42%	60
2020 Q1	$4.18M	Buy	176,390 +24,850	+16%	+$700K	0.31%	71
2019 Q4	$4.79M	Buy	151,540 +18,120	+14%	+$550K	0.28%	77
2019 Q3	$3.68M	Buy	133,420 +16,340	+14%	+$465K	0.23%	89
2019 Q2	$3.37M	Buy	+117,080	New	+$3.41M	0.21%	97

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

Parsec Financial Management's AVGO Position: Q1 2023 in Review

Parsec Financial Management increased its Broadcom (AVGO) stake by 0.22% in Q1 2023, buying an estimated $74K and bringing the position to 572,080 shares worth $36.7M. The position accounts for 1.55% of the portfolio, ranked #13.

Parsec Financial Management first reported a position in AVGO in Q2 2019 and has held it in 16 quarters since. 2,200 funds tracked by Wall St. Rank hold AVGO as of Q1 2023.

Parsec Financial Management held 572,080 shares of Broadcom worth $36.7M as of Q1 2023.
Parsec Financial Management bought 1,230 Broadcom shares in Q1 2023, an estimated $74K.
Broadcom made up 1.55% of Parsec Financial Management's portfolio in Q1 2023, its #13 holding.
Parsec Financial Management first reported a position in Broadcom in Q2 2019 and has held it in 16 quarters since.
2,200 funds tracked by Wall St. Rank held Broadcom as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.