Surevest’s Broadcom AVGO Stock Holding History

Surevest’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	$2K	Buy	+50	New	+$2.55K	﹤0.01%	382

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

Surevest's AVGO Position: Q3 2022 in Review

Surevest opened a new position in Broadcom (AVGO) in Q3 2022: 50 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #382 among its holdings.

2,010 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

Surevest held 50 shares of Broadcom worth $2K as of Q3 2022.
Broadcom was a new Surevest position in Q3 2022.
Broadcom made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #382 holding.
2,010 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.