Windsor Creek Advisors’s Broadcom AVGO Stock Holding History

Windsor Creek 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
2021 Q4	$825K	Sell	15,000 -18,000	-55%	-$1.01M	0.25%	82
2021 Q3	$1.6M	Sell	33,000 -5,800	-15%	-$282K	0.46%	62
2021 Q2	$1.85M	Buy	38,800 +5,000	+15%	+$232K	0.48%	54
2021 Q1	$1.57M	Sell	33,800 -14,200	-30%	-$657K	0.41%	59
2020 Q4	$2.1M	Sell	48,000 -10,000	-17%	-$390K	0.53%	40
2020 Q3	$2.11M	Sell	58,000 -65,610	-53%	-$2.2M	0.6%	44
2020 Q2	$3.9M	Hold	123,610	–	–	1.29%	14
2020 Q1	$2.93M	Buy	123,610 +8,000	+7%	+$225K	1.04%	21
2019 Q4	$3.65K	Buy	115,610 +5,000	+5%	+$152K	0.97%	20
2019 Q3	$3.05M	Buy	110,610 +36,610	+49%	+$1.04M	0.75%	21
2019 Q2	$2.13M	Buy	74,000 +49,000	+196%	+$1.43M	0.58%	39
2019 Q1	$750K	Sell	25,000 -93,000	-79%	-$2.52M	0.2%	97
2018 Q4	$3M	Buy	+118,000	New	+$2.78M	0.95%	23

Other funds holding AVGO

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Windsor Creek Advisors's AVGO Position: Q4 2021 in Review

Windsor Creek Advisors reduced its Broadcom (AVGO) stake by 55% in Q4 2021, selling an estimated $1.01M and leaving 15,000 shares worth $825K. The position accounts for 0.25% of the portfolio, ranked #82.

Windsor Creek Advisors first reported a position in AVGO in Q4 2018 and has held it in 13 quarters since. The position peaked at $3.9M in Q2 2020. 2,024 funds tracked by Wall St. Rank hold AVGO as of Q4 2021.

Windsor Creek Advisors held 15,000 shares of Broadcom worth $825K as of Q4 2021.
Windsor Creek Advisors sold 18,000 Broadcom shares in Q4 2021, an estimated $1.01M.
Broadcom made up 0.25% of Windsor Creek Advisors's portfolio in Q4 2021, its #82 holding.
Windsor Creek Advisors first reported a position in Broadcom in Q4 2018 and has held it in 13 quarters since.
Windsor Creek Advisors's Broadcom position peaked at $3.9M in Q2 2020.
2,024 funds tracked by Wall St. Rank held Broadcom as of Q4 2021.

Based on Windsor Creek Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.