Rainsberger Wealth Advisors’s Broadcom AVGO Stock Holding History

Rainsberger Wealth Advisors’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 Q4	$2.41M	Buy	21,550 +360	+2%	+$34.1K	1.31%	22
2023 Q3	$1.76M	Buy	21,190 +420	+2%	+$36.4K	1.08%	26
2023 Q2	$1.8M	Buy	20,770 +360	+2%	+$25.7K	1.09%	28
2023 Q1	$1.31M	Buy	20,410 +3,470	+20%	+$209K	0.78%	38
2022 Q4	$947K	Buy	16,940 +1,050	+7%	+$52.6K	0.6%	40
2022 Q3	$705K	Buy	15,890 +570	+4%	+$29.1K	0.48%	48
2022 Q2	$744K	Buy	15,320 +520	+4%	+$29.2K	0.54%	46
2022 Q1	$932K	Buy	14,800 +1,880	+15%	+$112K	0.6%	42
2021 Q4	$860K	Buy	+12,920	New	+$726K	0.5%	48

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rainsberger Wealth Advisors's AVGO Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its Broadcom (AVGO) stake by 1.7% in Q4 2023, buying an estimated $34.1K and bringing the position to 21,550 shares worth $2.41M. The position accounts for 1.31% of the portfolio, ranked #22.

Rainsberger Wealth Advisors first reported a position in AVGO in Q4 2021 and has held it in 9 quarters since. 2,873 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

Rainsberger Wealth Advisors held 21,550 shares of Broadcom worth $2.41M as of Q4 2023.
Rainsberger Wealth Advisors bought 360 Broadcom shares in Q4 2023, an estimated $34.1K.
Broadcom made up 1.31% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #22 holding.
Rainsberger Wealth Advisors first reported a position in Broadcom in Q4 2021 and has held it in 9 quarters since.
2,873 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.