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Personal Capital Advisors’s Broadcom AVGO Stock Holding History

Personal Capital 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
2022
Q4 		$2.22M Buy
39,770
+930
+2% +$46.6K 0.01% 210
2022
Q3 		$1.73M Buy
38,840
+3,740
+11% +$191K 0.01% 213
2022
Q2 		$1.71M Sell
35,100
-120
-0.3% -$6.74K 0.01% 213
2022
Q1 		$2.22M Sell
35,220
-940
-3% -$55.8K 0.01% 214
2021
Q4 		$2.39M Buy
36,160
+1,990
+6% +$112K 0.01% 219
2021
Q3 		$1.66M Sell
34,170
-2,410
-7% -$117K 0.01% 231
2021
Q2 		$1.74M Buy
36,580
+4,330
+13% +$201K 0.01% 230
2021
Q1 		$1.5M Sell
32,250
-2,540
-7% -$117K 0.01% 232
2020
Q4 		$1.52M Buy
34,790
+22,950
+194% +$895K 0.01% 232
2020
Q3 		$431K Sell
11,840
-1,830
-13% -$61.3K ﹤0.01% 298
2020
Q2 		$431K Sell
13,670
-6,020
-31% -$168K ﹤0.01% 264
2020
Q1 		$447K Sell
19,690
-4,270
-18% -$120K ﹤0.01% 258
2019
Q4 		$757K Buy
23,960
+2,270
+10% +$68.9K 0.01% 241
2019
Q3 		$598K Buy
21,690
+1,090
+5% +$31K 0.01% 240
2019
Q2 		$593K Sell
20,600
-2,660
-11% -$77.5K 0.01% 233
2019
Q1 		$699K Sell
23,260
-770
-3% -$20.9K 0.01% 223
2018
Q4 		$611K Buy
24,030
+13,990
+139% +$330K 0.01% 220
2018
Q3 		$248K Sell
10,040
-1,230
-11% -$27.6K ﹤0.01% 267
2018
Q2 		$273K Buy
11,270
+500
+5% +$12.3K ﹤0.01% 250
2018
Q1 		$254K Buy
10,770
+2,030
+23% +$51.1K ﹤0.01% 239
2017
Q4 		$225K Sell
8,740
-70
-0.8% -$1.82K ﹤0.01% 235
2017
Q3 		$214K Buy
+8,810
New +$218K ﹤0.01% 215

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Personal Capital Advisors's AVGO Position: Q4 2022 in Review

Personal Capital Advisors increased its Broadcom (AVGO) stake by 2.4% in Q4 2022, buying an estimated $46.6K and bringing the position to 39,770 shares worth $2.22M. The position accounts for 0.01% of the portfolio, ranked #210.

Personal Capital Advisors first reported a position in AVGO in Q3 2017 and has held it in 22 quarters since. The position peaked at $2.39M in Q4 2021. 2,143 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

  • Personal Capital Advisors held 39,770 shares of Broadcom worth $2.22M as of Q4 2022.
  • Personal Capital Advisors bought 930 Broadcom shares in Q4 2022, an estimated $46.6K.
  • Broadcom made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #210 holding.
  • Personal Capital Advisors first reported a position in Broadcom in Q3 2017 and has held it in 22 quarters since.
  • Personal Capital Advisors's Broadcom position peaked at $2.39M in Q4 2021.
  • 2,143 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.