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PFS Investments’s Broadcom AVGO Stock Holding History

PFS Investments’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
Q2 		$69.9M Sell
805,310
-303,750
-27% -$21.7M 1.14% 17
2023
Q1 		$69.1M Buy
1,109,060
+157,010
+16% +$9.45M 1.2% 15
2022
Q4 		$53.2M Sell
952,050
-14,630
-2% -$734K 0.99% 16
2022
Q3 		$42.9M Buy
966,680
+87,070
+10% +$4.45M 0.78% 17
2022
Q2 		$42.7M Buy
879,610
+118,190
+16% +$6.63M 0.86% 16
2022
Q1 		$47.9M Buy
761,420
+45,020
+6% +$2.67M 0.91% 25
2021
Q4 		$47.7M Sell
716,400
-71,310
-9% -$4.01M 0.92% 24
2021
Q3 		$44M Buy
787,710
+40,330
+5% +$1.96M 0.91% 24
2021
Q2 		$35.9M Buy
747,380
+78,620
+12% +$3.64M 0.82% 29
2021
Q1 		$31M Buy
668,760
+88,460
+15% +$4.09M 0.79% 36
2020
Q4 		$25.9M Buy
580,300
+72,730
+14% +$2.84M 0.73% 40
2020
Q3 		$18.5M Sell
507,570
-23,740
-4% -$795K 0.61% 41
2020
Q2 		$16.8M Buy
531,310
+118,490
+29% +$3.32M 0.62% 38
2020
Q1 		$9.79M Buy
412,820
+139,300
+51% +$3.92M 0.42% 44
2019
Q4 		$8.64M Buy
273,520
+49,350
+22% +$1.5M 0.33% 63
2019
Q3 		$6.19M Buy
224,170
+147,230
+191% +$4.19M 0.27% 69
2019
Q2 		$2.17M Buy
76,940
+52,010
+209% +$1.52M 0.1% 93
2019
Q1 		$750K Buy
+24,930
New +$676K 0.04% 115

Other funds holding AVGO

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

PFS Investments's AVGO Position: Q2 2023 in Review

PFS Investments reduced its Broadcom (AVGO) stake by 27% in Q2 2023, selling an estimated $21.7M and leaving 805,310 shares worth $69.9M. The position accounts for 1.14% of the portfolio, ranked #17.

PFS Investments first reported a position in AVGO in Q1 2019 and has held it in 18 quarters since. 2,389 funds tracked by Wall St. Rank hold AVGO as of Q2 2023.

  • PFS Investments held 805,310 shares of Broadcom worth $69.9M as of Q2 2023.
  • PFS Investments sold 303,750 Broadcom shares in Q2 2023, an estimated $21.7M.
  • Broadcom made up 1.14% of PFS Investments's portfolio in Q2 2023, its #17 holding.
  • PFS Investments first reported a position in Broadcom in Q1 2019 and has held it in 18 quarters since.
  • 2,389 funds tracked by Wall St. Rank held Broadcom as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.