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Strategic Asset Management’s Broadcom AVGO Stock Holding History

Strategic 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
2022
Q3 		$5K Buy
170
+70
+70% +$3.58K 0.01% 454
2022
Q2 		$5K Buy
100
+10
+11% +$561 0.01% 471
2022
Q1 		$6K Sell
90
-120
-57% -$7.13K 0.01% 440
2021
Q4 		$14K Buy
+210
New +$11.8K 0.02% 318

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

Strategic Asset Management's AVGO Position: Q3 2022 in Review

Strategic Asset Management increased its Broadcom (AVGO) stake by 70% in Q3 2022, buying an estimated $3.58K and bringing the position to 170 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #454.

Strategic Asset Management first reported a position in AVGO in Q4 2021 and has held it in 4 quarters since. The position peaked at $14K in Q4 2021. 2,011 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

  • Strategic Asset Management held 170 shares of Broadcom worth $5K as of Q3 2022.
  • Strategic Asset Management bought 70 Broadcom shares in Q3 2022, an estimated $3.58K.
  • Broadcom made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #454 holding.
  • Strategic Asset Management first reported a position in Broadcom in Q4 2021 and has held it in 4 quarters since.
  • Strategic Asset Management's Broadcom position peaked at $14K in Q4 2021.
  • 2,011 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.