RegentAtlantic Capital’s Broadcom AVGO Stock Holding History

RegentAtlantic Capital’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
2022 Q3	$5.24M	Buy	117,980 +630	+0.5%	+$32.2K	0.16%	102
2022 Q2	$5.7M	Buy	117,350 +14,360	+14%	+$806K	0.19%	94
2022 Q1	$6.49M	Buy	102,990 +10,850	+12%	+$644K	0.18%	95
2021 Q4	$6.13M	Buy	92,140 +5,340	+6%	+$300K	0.17%	99
2021 Q3	$4.21M	Buy	86,800 +11,630	+15%	+$566K	0.13%	130
2021 Q2	$3.58M	Buy	75,170 +24,860	+49%	+$1.15M	0.11%	144
2021 Q1	$2.33M	Buy	50,310 +27,360	+119%	+$1.27M	0.08%	173
2020 Q4	$1M	Buy	22,950 +6,350	+38%	+$248K	0.04%	243
2020 Q3	$605K	Sell	16,600 -720	-4%	-$24.1K	0.03%	296
2020 Q2	$547K	Buy	17,320 +8,560	+98%	+$240K	0.03%	292
2020 Q1	$208K	Sell	8,760 -80	-0.9%	-$2.25K	0.02%	394
2019 Q4	$279K	Buy	8,840 +10	+0.1%	+$304	0.02%	393
2019 Q3	$244K	Sell	8,830 -40	-0.5%	-$1.14K	0.02%	391
2019 Q2	$255K	Sell	8,870 -350	-4%	-$10.2K	0.02%	382
2019 Q1	$277K	Sell	9,220 -6,060	-40%	-$164K	0.02%	367
2018 Q4	$389K	Buy	+15,280	New	+$361K	0.03%	304
2018 Q1	–	Sell	-12,450	Closed	-$320K	–	412
2017 Q4	$320K	Buy	+12,450	New	+$324K	0.03%	343

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RegentAtlantic Capital's AVGO Position: Q3 2022 in Review

RegentAtlantic Capital increased its Broadcom (AVGO) stake by 0.54% in Q3 2022, buying an estimated $32.2K and bringing the position to 117,980 shares worth $5.24M. The position accounts for 0.16% of the portfolio, ranked #102.

RegentAtlantic Capital first reported a position in AVGO in Q4 2017 and has held it in 17 quarters since. The position peaked at $6.49M in Q1 2022. 2,010 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

RegentAtlantic Capital held 117,980 shares of Broadcom worth $5.24M as of Q3 2022.
RegentAtlantic Capital bought 630 Broadcom shares in Q3 2022, an estimated $32.2K.
Broadcom made up 0.16% of RegentAtlantic Capital's portfolio in Q3 2022, its #102 holding.
RegentAtlantic Capital first reported a position in Broadcom in Q4 2017 and has held it in 17 quarters since.
RegentAtlantic Capital's Broadcom position peaked at $6.49M in Q1 2022.
2,010 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.