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Rothschild & Co Asset Management US’s Broadcom AVGO Stock Holding History

Rothschild & Co Asset Management US’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
Q4 		$42.4M Buy
758,390
+13,670
+2% +$685K 0.64% 52
2022
Q3 		$33.1M Buy
744,720
+128,620
+21% +$6.57M 0.57% 55
2022
Q2 		$29.9M Sell
616,100
-8,710
-1% -$489K 0.46% 63
2022
Q1 		$39.3M Sell
624,810
-3,550
-0.6% -$211K 0.5% 58
2021
Q4 		$41.8M Buy
628,360
+530
+0.1% +$29.8K 0.49% 51
2021
Q3 		$30.4M Buy
627,830
+17,960
+3% +$873K 0.38% 63
2021
Q2 		$29.1M Buy
609,870
+2,770
+0.5% +$128K 0.34% 69
2021
Q1 		$28.1M Sell
607,100
-24,910
-4% -$1.15M 0.35% 91
2020
Q4 		$27.7M Sell
632,010
-183,760
-23% -$7.16M 0.36% 87
2020
Q3 		$29.7M Sell
815,770
-342,750
-30% -$11.5M 0.54% 59
2020
Q2 		$36.6M Sell
1,158,520
-106,930
-8% -$2.99M 0.54% 52
2020
Q1 		$30M Sell
1,265,450
-1,258,430
-50% -$35.5M 0.47% 69
2019
Q4 		$79.8M Sell
2,523,880
-40,660
-2% -$1.23M 0.83% 12
2019
Q3 		$70.8M Sell
2,564,540
-61,370
-2% -$1.74M 0.77% 17
2019
Q2 		$75.6M Sell
2,625,910
-174,720
-6% -$5.09M 0.81% 15
2019
Q1 		$84.2M Sell
2,800,630
-27,450
-1% -$744K 0.9% 13
2018
Q4 		$71.9M Buy
2,828,080
+228,710
+9% +$5.4M 0.87% 13
2018
Q3 		$64.1M Buy
2,599,370
+629,020
+32% +$14.1M 0.66% 19
2018
Q2 		$47.8M Sell
1,970,350
-5,460
-0.3% -$134K 0.51% 49
2018
Q1 		$46.6M Buy
1,975,810
+1,055,510
+115% +$26.6M 0.52% 49
2017
Q4 		$23.6M Sell
920,300
-1,077,130
-54% -$28M 0.25% 172
2017
Q3 		$48.4M Buy
1,997,430
+1,312,730
+192% +$32.5M 0.53% 49
2017
Q2 		$16M Buy
+684,700
New +$15.9M 0.18% 204

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rothschild & Co Asset Management US's AVGO Position: Q4 2022 in Review

Rothschild & Co Asset Management US increased its Broadcom (AVGO) stake by 1.8% in Q4 2022, buying an estimated $685K and bringing the position to 758,390 shares worth $42.4M. The position accounts for 0.64% of the portfolio, ranked #52.

Rothschild & Co Asset Management US first reported a position in AVGO in Q2 2017 and has held it in 23 quarters since. The position peaked at $84.2M in Q1 2019. 2,142 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

  • Rothschild & Co Asset Management US held 758,390 shares of Broadcom worth $42.4M as of Q4 2022.
  • Rothschild & Co Asset Management US bought 13,670 Broadcom shares in Q4 2022, an estimated $685K.
  • Broadcom made up 0.64% of Rothschild & Co Asset Management US's portfolio in Q4 2022, its #52 holding.
  • Rothschild & Co Asset Management US first reported a position in Broadcom in Q2 2017 and has held it in 23 quarters since.
  • Rothschild & Co Asset Management US's Broadcom position peaked at $84.2M in Q1 2019.
  • 2,142 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Rothschild & Co Asset Management US's 13F filing for Q4 2022, filed 14 Feb 2023.