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TrustCore Financial Services’s Broadcom AVGO Stock Holding History

TrustCore Financial Services’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
Q4 		$2.4M Buy
42,870
+360
+0.8% +$18.1K 0.21% 57
2022
Q3 		$1.89M Buy
42,510
+580
+1% +$29.6K 0.18% 62
2022
Q2 		$2.04M Buy
41,930
+100
+0.2% +$5.61K 0.19% 65
2022
Q1 		$2.63M Buy
41,830
+17,350
+71% +$1.03M 0.23% 55
2021
Q4 		$1.63M Sell
24,480
-1,600
-6% -$89.9K 0.18% 66
2021
Q3 		$1.26M Buy
26,080
+2,840
+12% +$138K 0.12% 81
2021
Q2 		$1.11M Buy
23,240
+870
+4% +$40.3K 0.12% 89
2021
Q1 		$1.04M Buy
22,370
+440
+2% +$20.3K 0.12% 92
2020
Q4 		$960K Sell
21,930
-850
-4% -$33.1K 0.12% 98
2020
Q3 		$830K Buy
22,780
+8,160
+56% +$273K 0.13% 94
2020
Q2 		$461K Sell
14,620
-50
-0.3% -$1.4K 0.08% 147
2020
Q1 		$348K Hold
14,670
– – 0.08% 153
2019
Q4 		$464K Buy
14,670
+3,550
+32% +$108K 0.09% 139
2019
Q3 		$307K Sell
11,120
-7,850
-41% -$223K 0.07% 167
2019
Q2 		$546K Buy
18,970
+14,510
+325% +$423K 0.12% 117
2019
Q1 		$134K Hold
4,460
– – 0.04% 189
2018
Q4 		$114K Buy
4,460
+3,550
+390% +$83.8K 0.06% 91
2018
Q3 		$22K Hold
910
– – 0.01% 430
2018
Q2 		$22K Buy
910
+710
+355% +$17.4K 0.01% 421
2018
Q1 		$5K Buy
+200
New +$5.04K ﹤0.01% 580

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

TrustCore Financial Services's AVGO Position: Q4 2022 in Review

TrustCore Financial Services increased its Broadcom (AVGO) stake by 0.85% in Q4 2022, buying an estimated $18.1K and bringing the position to 42,870 shares worth $2.4M. The position accounts for 0.21% of the portfolio, ranked #57.

TrustCore Financial Services first reported a position in AVGO in Q1 2018 and has held it in 20 quarters since. The position peaked at $2.63M in Q1 2022. 2,142 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

  • TrustCore Financial Services held 42,870 shares of Broadcom worth $2.4M as of Q4 2022.
  • TrustCore Financial Services bought 360 Broadcom shares in Q4 2022, an estimated $18.1K.
  • Broadcom made up 0.21% of TrustCore Financial Services's portfolio in Q4 2022, its #57 holding.
  • TrustCore Financial Services first reported a position in Broadcom in Q1 2018 and has held it in 20 quarters since.
  • TrustCore Financial Services's Broadcom position peaked at $2.63M in Q1 2022.
  • 2,142 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.