Tru Independence Asset Management 2’s Broadcom AVGO Stock Holding History

Tru Independence Asset Management 2’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	$400K	Buy	+6,230	New	+$375K	0.4%	48
2022 Q3	$292K	Sell	6,570 -470	-7%	-$24K	0.31%	47
2022 Q2	$342K	Sell	7,040 -13,530	-66%	-$759K	0.28%	46
2022 Q1	$1.29M	Sell	20,570 -6,060	-23%	-$360K	0.74%	26
2021 Q4	$1.77M	Buy	26,630 +1,680	+7%	+$94.4K	0.94%	23
2021 Q3	$1.21M	Sell	24,950 -4,890	-16%	-$238K	0.86%	25
2021 Q2	$1.42M	Buy	29,840 +760	+3%	+$35.2K	0.97%	26
2021 Q1	$1.35M	Buy	29,080 +1,990	+7%	+$92K	1.07%	23
2020 Q4	$1.19M	Buy	+27,090	New	+$1.06M	1%	21

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

Tru Independence Asset Management 2's AVGO Position: Q1 2023 in Review

Tru Independence Asset Management 2 opened a new position in Broadcom (AVGO) in Q1 2023: 6,230 shares worth $400K. The stake represents 0.4% of the portfolio and ranks #48 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in AVGO as recently as Q3 2022.

Tru Independence Asset Management 2 first reported a position in AVGO in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.77M in Q4 2021. 2,200 funds tracked by Wall St. Rank hold AVGO as of Q1 2023.

Tru Independence Asset Management 2 held 6,230 shares of Broadcom worth $400K as of Q1 2023.
Broadcom was a new Tru Independence Asset Management 2 position in Q1 2023.
Broadcom made up 0.4% of Tru Independence Asset Management 2's portfolio in Q1 2023, its #48 holding.
Tru Independence Asset Management 2 first reported a position in Broadcom in Q4 2020 and has held it in 9 quarters since.
Tru Independence Asset Management 2's Broadcom position peaked at $1.77M in Q4 2021.
2,200 funds tracked by Wall St. Rank held Broadcom as of Q1 2023.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2023, filed 26 Apr 2023.