Peak Financial Advisors’s Broadcom AVGO Stock Holding History

Peak 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 Q3	–	Sell	-3,820	Closed	-$331K	–	55
2023 Q2	$331K	Buy	3,820 +90	+2%	+$6.42K	0.26%	54
2023 Q1	$239K	Sell	3,730 -260	-7%	-$15.6K	0.2%	54
2022 Q4	$223K	Buy	+3,990	New	+$200K	0.2%	60
2022 Q3	–	Sell	-8,310	Closed	-$404K	–	59
2022 Q2	$404K	Sell	8,310 -670	-7%	-$37.6K	0.4%	46
2022 Q1	$565K	Sell	8,980 -2,060	-19%	-$122K	0.48%	46
2021 Q4	$735K	Buy	11,040 +1,380	+14%	+$77.6K	0.57%	38
2021 Q3	$468K	Buy	9,660 +670	+7%	+$32.6K	0.41%	41
2021 Q2	$429K	Sell	8,990 -290	-3%	-$13.4K	0.37%	51
2021 Q1	$430K	Sell	9,280 -1,780	-16%	-$82.3K	0.36%	50
2020 Q4	$484K	Buy	+11,060	New	+$431K	0.42%	45

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

Peak Financial Advisors's AVGO Position: Q3 2023 in Review

Peak Financial Advisors sold out of Broadcom (AVGO) in Q3 2023, closing a stake of 3,820 shares — an estimated $331K sold.

Peak Financial Advisors first reported a position in AVGO in Q4 2020 and held it in 10 quarters. The position peaked at $735K in Q4 2021. 2,457 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

Peak Financial Advisors reported no remaining Broadcom position as of Q3 2023 after selling out during the quarter.
Peak Financial Advisors sold 3,820 Broadcom shares in Q3 2023, an estimated $331K.
Peak Financial Advisors first reported a position in Broadcom in Q4 2020 and held it in 10 quarters.
Peak Financial Advisors's Broadcom position peaked at $735K in Q4 2021.
2,457 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Peak Financial Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.