Perpetual Investment Management’s Broadcom AVGO Stock Holding History

Perpetual Investment 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 Q4	$1.3M	Buy	23,170 +30	+0.1%	+$1.5K	0.15%	90
2022 Q3	$1.03M	Hold	23,140	–	–	0.15%	105
2022 Q2	$1.12M	Buy	23,140 +4,060	+21%	+$228K	0.16%	110
2022 Q1	$1.2M	Hold	19,080	–	–	0.15%	124
2021 Q4	$1.27M	Sell	19,080 -5,420	-22%	-$305K	0.15%	119
2021 Q3	$1.19M	Hold	24,500	–	–	0.15%	123
2021 Q2	$1.17M	Sell	24,500 -106,890	-81%	-$4.95M	0.17%	118
2021 Q1	$6.07M	Sell	131,390 -50	-0%	-$2.31K	1.01%	40
2020 Q4	$5.71M	Buy	+131,440	New	+$5.12M	0.84%	47

Other funds holding AVGO

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

Perpetual Investment Management's AVGO Position: Q4 2022 in Review

Perpetual Investment Management increased its Broadcom (AVGO) stake by 0.13% in Q4 2022, buying an estimated $1.5K and bringing the position to 23,170 shares worth $1.3M. The position accounts for 0.15% of the portfolio, ranked #90.

Perpetual Investment Management first reported a position in AVGO in Q4 2020 and has held it in 9 quarters since. The position peaked at $6.07M in Q1 2021. 2,142 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

Perpetual Investment Management held 23,170 shares of Broadcom worth $1.3M as of Q4 2022.
Perpetual Investment Management bought 30 Broadcom shares in Q4 2022, an estimated $1.5K.
Broadcom made up 0.15% of Perpetual Investment Management's portfolio in Q4 2022, its #90 holding.
Perpetual Investment Management first reported a position in Broadcom in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's Broadcom position peaked at $6.07M in Q1 2021.
2,142 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.