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Steward Financial Group’s Broadcom AVGO Stock Holding History

Steward Financial Group’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
Q3 		$96K Buy
1,160
+60
+5% +$5.2K 0.03% 103
2023
Q2 		$95K Buy
1,100
+80
+8% +$5.71K 0.03% 96
2023
Q1 		$65K Buy
1,020
+600
+143% +$36.1K 0.02% 80
2022
Q4 		$23K Buy
+420
New +$21.1K 0.01% 108
2022
Q3 		– Sell
-240
Closed -$11K – 158
2022
Q2 		$11K Buy
+240
New +$13.5K 0.01% 225

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steward Financial Group's AVGO Position: Q3 2023 in Review

Steward Financial Group increased its Broadcom (AVGO) stake by 5.5% in Q3 2023, buying an estimated $5.2K and bringing the position to 1,160 shares worth $96K. The position accounts for 0.03% of the portfolio, ranked #103.

Steward Financial Group first reported a position in AVGO in Q2 2022 and has held it in 5 quarters since. 2,457 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

  • Steward Financial Group held 1,160 shares of Broadcom worth $96K as of Q3 2023.
  • Steward Financial Group bought 60 Broadcom shares in Q3 2023, an estimated $5.2K.
  • Broadcom made up 0.03% of Steward Financial Group's portfolio in Q3 2023, its #103 holding.
  • Steward Financial Group first reported a position in Broadcom in Q2 2022 and has held it in 5 quarters since.
  • 2,457 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.