Salem Capital Management’s Broadcom AVGO Stock Holding History

Salem Capital 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
2022 Q3	$790K	Hold	17,800	–	–	0.63%	35
2022 Q2	$865K	Sell	17,800 -6,150	-26%	-$345K	0.63%	35
2022 Q1	$1.51M	Hold	23,950	–	–	0.85%	32
2021 Q4	$1.59M	Hold	23,950	–	–	0.83%	34
2021 Q3	$1.16M	Buy	23,950 +1,400	+6%	+$68.1K	0.64%	39
2021 Q2	$1.07M	Buy	22,550 +4,250	+23%	+$197K	0.59%	38
2021 Q1	$848K	Buy	18,300 +1,250	+7%	+$57.8K	0.5%	41
2020 Q4	$747K	Buy	17,050 +3,500	+26%	+$136K	0.47%	43
2020 Q3	$494K	Buy	+13,550	New	+$454K	0.36%	46

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

Salem Capital Management's AVGO Position: Q3 2022 in Review

Salem Capital Management held its Broadcom (AVGO) position steady in Q3 2022 at 17,800 shares worth $790K. The position accounts for 0.63% of the portfolio, ranked #35.

Salem Capital Management first reported a position in AVGO in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.59M in Q4 2021. 2,010 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

Salem Capital Management held 17,800 shares of Broadcom worth $790K as of Q3 2022.
Salem Capital Management left its Broadcom share count unchanged in Q3 2022.
Broadcom made up 0.63% of Salem Capital Management's portfolio in Q3 2022, its #35 holding.
Salem Capital Management first reported a position in Broadcom in Q3 2020 and has held it in 9 quarters since.
Salem Capital Management's Broadcom position peaked at $1.59M in Q4 2021.
2,010 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on Salem Capital Management's 13F filing for Q3 2022, filed 29 Nov 2022.