Premier Asset Management’s Broadcom AVGO Stock Holding History

Premier Asset 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
2023 Q1	–	Sell	-5,700	Closed	-$319K	–	10
2022 Q4	$319K	Sell	5,700 -2,730	-32%	-$137K	0.4%	74
2022 Q3	$374K	Sell	8,430 -5,980	-41%	-$306K	0.39%	57
2022 Q2	$772K	Sell	14,410 -9,710	-40%	-$545K	0.62%	43
2022 Q1	$1.52M	Sell	24,120 -12,420	-34%	-$738K	0.47%	44
2021 Q4	$2.43M	Sell	36,540 -20,640	-36%	-$1.16M	0.42%	44
2021 Q3	$2.77M	Buy	57,180 +14,780	+35%	+$719K	0.38%	47
2021 Q2	$2.02M	Sell	42,400 -740	-2%	-$34.3K	0.3%	52
2021 Q1	$2M	Buy	43,140 +7,680	+22%	+$355K	0.36%	46
2020 Q4	$1.55M	Buy	35,460 +11,100	+46%	+$433K	0.32%	50
2020 Q3	$887K	Sell	24,360 -1,590	-6%	-$53.3K	0.23%	64
2020 Q2	$819K	Buy	25,950 +1,900	+8%	+$53.2K	0.27%	55
2020 Q1	$570K	Buy	24,050 +2,850	+13%	+$80.3K	0.24%	60
2019 Q4	$670K	Sell	21,200 -22,180	-51%	-$673K	0.22%	69
2019 Q3	$1.2M	Buy	43,380 +10,500	+32%	+$299K	0.29%	61
2019 Q2	$946K	Sell	32,880 -11,900	-27%	-$347K	0.22%	65
2019 Q1	$1.35M	Buy	44,780 +12,480	+39%	+$338K	0.32%	52
2018 Q4	$821K	Buy	+32,300	New	+$762K	0.22%	68

Other funds holding AVGO

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

BlackRock New York $5.7T AUM 30.48% 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

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