Socorro Asset Management’s Broadcom AVGO Stock Holding History

Socorro Asset 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 Q1	–	Sell	-119,040	Closed	-$6.66M	–	31
2022 Q4	$6.66M	Sell	119,040 -2,440	-2%	-$122K	2.89%	20
2022 Q3	$5.39M	Buy	+121,480	New	+$6.21M	2.51%	29

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Socorro Asset Management's AVGO Position: Q1 2023 in Review

Socorro Asset Management sold out of Broadcom (AVGO) in Q1 2023, closing a stake of 119,040 shares — an estimated $6.66M sold.

Socorro Asset Management first reported a position in AVGO in Q3 2022 and held it in 2 quarters. The position peaked at $6.66M in Q4 2022. 2,200 funds tracked by Wall St. Rank hold AVGO as of Q1 2023.

Socorro Asset Management reported no remaining Broadcom position as of Q1 2023 after selling out during the quarter.
Socorro Asset Management sold 119,040 Broadcom shares in Q1 2023, an estimated $6.66M.
Socorro Asset Management first reported a position in Broadcom in Q3 2022 and held it in 2 quarters.
Socorro Asset Management's Broadcom position peaked at $6.66M in Q4 2022.
2,200 funds tracked by Wall St. Rank held Broadcom as of Q1 2023.

Based on Socorro Asset Management's 13F filing for Q1 2023, filed 15 May 2023.