Syntax Advisors’s Broadcom AVGO Stock Holding History

Syntax Advisors’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	$213K	Sell	2,560 -150	-6%	-$13K	0.19%	165
2023 Q2	$235K	Sell	2,710 -990	-27%	-$70.6K	0.19%	147
2023 Q1	$237K	Sell	3,700 -530	-13%	-$31.9K	0.18%	175
2022 Q4	$237K	Sell	4,230 -410	-9%	-$20.6K	0.2%	145
2022 Q3	$206K	Buy	4,640 +440	+10%	+$22.5K	0.18%	181
2022 Q2	$204K	Buy	4,200 +450	+12%	+$25.3K	0.17%	186
2022 Q1	$236K	Sell	3,750 -160	-4%	-$9.5K	0.2%	163
2021 Q4	$260K	Buy	+3,910	New	+$220K	0.19%	162

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 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Syntax Advisors's AVGO Position: Q3 2023 in Review

Syntax Advisors reduced its Broadcom (AVGO) stake by 5.5% in Q3 2023, selling an estimated $13K and leaving 2,560 shares worth $213K. The position accounts for 0.19% of the portfolio, ranked #165.

Syntax Advisors first reported a position in AVGO in Q4 2021 and has held it in 8 quarters since. The position peaked at $260K in Q4 2021. 2,457 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

Syntax Advisors held 2,560 shares of Broadcom worth $213K as of Q3 2023.
Syntax Advisors sold 150 Broadcom shares in Q3 2023, an estimated $13K.
Broadcom made up 0.19% of Syntax Advisors's portfolio in Q3 2023, its #165 holding.
Syntax Advisors first reported a position in Broadcom in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Broadcom position peaked at $260K in Q4 2021.
2,457 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.