PWM
AVGO icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return