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Ulrich Consultants & Investment Group’s Broadcom AVGO Stock Holding History

Ulrich Consultants & Investment Group’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 		– Sell
-52,430
Closed -$2.55M – 57
2022
Q2 		$2.55M Buy
+52,430
New +$2.94M 1.39% 19

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

Ulrich Consultants & Investment Group's AVGO Position: Q3 2022 in Review

Ulrich Consultants & Investment Group sold out of Broadcom (AVGO) in Q3 2022, closing a stake of 52,430 shares — an estimated $2.55M sold.

Ulrich Consultants & Investment Group first reported a position in AVGO in Q2 2022 and held it in 1 quarter. The position peaked at $2.55M in Q2 2022. 2,011 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

  • Ulrich Consultants & Investment Group reported no remaining Broadcom position as of Q3 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 52,430 Broadcom shares in Q3 2022, an estimated $2.55M.
  • Ulrich Consultants & Investment Group first reported a position in Broadcom in Q2 2022 and held it in 1 quarter.
  • Ulrich Consultants & Investment Group's Broadcom position peaked at $2.55M in Q2 2022.
  • 2,011 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q3 2022, filed 8 Nov 2022.