Polaris Wealth Advisory Group’s Broadcom AVGO Stock Holding History

Polaris Wealth Advisory Group’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	$17.5M	Sell	210,460 -104,000	-33%	-$9.02M	1.33%	22
2023 Q2	$27.3M	Buy	314,460 +74,740	+31%	+$5.33M	2.07%	13
2023 Q1	$15.4M	Sell	239,720 -44,980	-16%	-$2.71M	1.13%	29
2022 Q4	$16.5M	Buy	+284,700	New	+$14.3M	1.23%	27
2022 Q3	–	Sell	-392,850	Closed	-$19.1M	–	160
2022 Q2	$19.1M	Sell	392,850 -36,120	-8%	-$2.03M	1.53%	28
2022 Q1	$25.9M	Buy	+428,970	New	+$25.5M	1.73%	24
2021 Q3	–	Sell	-428,940	Closed	-$20.1M	–	173
2021 Q2	$20.1M	Buy	428,940 +209,280	+95%	+$9.7M	1.2%	33
2021 Q1	$10.7M	Buy	+219,660	New	+$10.2M	0.68%	46
2020 Q4	–	Sell	-559,450	Closed	-$20.5M	–	178
2020 Q3	$20.5M	Sell	559,450 -200,260	-26%	-$6.71M	1.93%	14
2020 Q2	$23.8M	Buy	+759,710	New	+$21.3M	1.88%	19
2020 Q1	–	Sell	-684,850	Closed	-$21M	–	121
2019 Q4	$21M	Buy	+684,850	New	+$20.8M	1.4%	36
2019 Q2	–	Sell	-52,070	Closed	-$1.59M	–	143
2019 Q1	$1.59M	Buy	52,070 +22,380	+75%	+$607K	0.12%	88
2018 Q4	$755K	Buy	29,690 +18,440	+164%	+$435K	0.07%	89
2018 Q3	$278K	Buy	11,250 +10,000	+800%	+$224K	0.02%	136
2018 Q2	$29K	Sell	1,250 -1,000	-44%	-$24.5K	﹤0.01%	156
2018 Q1	$53K	Buy	+2,250	New	+$56.6K	﹤0.01%	214
2015 Q4	–	Sell	-624,060	Closed	-$7.8M	–	142
2015 Q3	$7.8M	Buy	624,060 +131,050	+27%	+$1.66M	1.6%	22
2015 Q2	$6.55M	Buy	493,010 +90,590	+23%	+$1.19M	1.3%	24
2015 Q1	$5.11M	Buy	402,420 +30,720	+8%	+$352K	0.93%	37
2014 Q4	$3.74M	Sell	371,700 -17,660	-5%	-$158K	0.77%	28
2014 Q3	$3.39M	Buy	389,360 +49,400	+15%	+$386K	0.76%	24
2014 Q2	$2.45M	Sell	339,960 -45,600	-12%	-$306K	0.55%	31
2014 Q1	$2.48M	Buy	385,560 +50,110	+15%	+$294K	0.58%	26
2013 Q4	$1.77M	Buy	+335,450	New	+$1.54M	0.44%	36

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

Polaris Wealth Advisory Group's AVGO Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its Broadcom (AVGO) stake by 33% in Q3 2023, selling an estimated $9.02M and leaving 210,460 shares worth $17.5M. The position accounts for 1.33% of the portfolio, ranked #22.

Polaris Wealth Advisory Group first reported a position in AVGO in Q4 2013 and has held it in 24 quarters since. The position peaked at $27.3M in Q2 2023. 2,458 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

Polaris Wealth Advisory Group held 210,460 shares of Broadcom worth $17.5M as of Q3 2023.
Polaris Wealth Advisory Group sold 104,000 Broadcom shares in Q3 2023, an estimated $9.02M.
Broadcom made up 1.33% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #22 holding.
Polaris Wealth Advisory Group first reported a position in Broadcom in Q4 2013 and has held it in 24 quarters since.
Polaris Wealth Advisory Group's Broadcom position peaked at $27.3M in Q2 2023.
2,458 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.