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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

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