PRW Wealth Management’s Broadcom AVGO Stock Holding History

PRW Wealth 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 Q3	$284K	Sell	3,380 -110	-3%	-$9.54K	0.11%	75
2023 Q2	$318K	Buy	3,490 +70	+2%	+$4.99K	0.11%	51
2023 Q1	$214K	Sell	3,420 -220	-6%	-$13.2K	0.08%	101
2022 Q4	$204K	Buy	+3,640	New	+$183K	0.09%	65
2022 Q2	–	Sell	-3,670	Closed	-$231K	–	100
2022 Q1	$231K	Hold	3,670	–	–	0.1%	98
2021 Q4	$244K	Buy	+3,670	New	+$206K	0.11%	88
2021 Q3	–	Sell	-22,890	Closed	-$1.09M	–	105
2021 Q2	$1.09M	Buy	+22,890	New	+$1.06M	0.32%	89
2019 Q2	–	Sell	-6,270	Closed	-$189K	–	111
2019 Q1	$189K	Sell	6,270 -580	-8%	-$15.7K	0.18%	53
2018 Q4	$174K	Buy	+6,850	New	+$162K	0.22%	62

Other funds holding AVGO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PRW Wealth Management's AVGO Position: Q3 2023 in Review

PRW Wealth Management reduced its Broadcom (AVGO) stake by 3.2% in Q3 2023, selling an estimated $9.54K and leaving 3,380 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #75.

PRW Wealth Management first reported a position in AVGO in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.09M in Q2 2021. 2,459 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

PRW Wealth Management held 3,380 shares of Broadcom worth $284K as of Q3 2023.
PRW Wealth Management sold 110 Broadcom shares in Q3 2023, an estimated $9.54K.
Broadcom made up 0.11% of PRW Wealth Management's portfolio in Q3 2023, its #75 holding.
PRW Wealth Management first reported a position in Broadcom in Q4 2018 and has held it in 9 quarters since.
PRW Wealth Management's Broadcom position peaked at $1.09M in Q2 2021.
2,459 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.