YWP
AVGO icon

YorkBridge Wealth Partners’s Broadcom AVGO Stock Holding History

YorkBridge Wealth Partners’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 		$1.22M Buy
21,890
+380
+2% +$19.1K 0.31% 78
2022
Q3 		$955K Buy
21,510
+1,820
+9% +$93K 0.25% 85
2022
Q2 		$957K Buy
19,690
+1,180
+6% +$66.2K 0.25% 82
2022
Q1 		$1.17M Sell
18,510
-1,840
-9% -$109K 0.26% 82
2021
Q4 		$1.35M Sell
20,350
-720
-3% -$40.5K 0.3% 72
2021
Q3 		$1.02M Buy
21,070
+1,920
+10% +$93.4K 0.26% 79
2021
Q2 		$913K Buy
19,150
+2,180
+13% +$101K 0.24% 82
2021
Q1 		$787K Buy
16,970
+2,150
+15% +$99.4K 0.23% 81
2020
Q4 		$649K Buy
14,820
+4,390
+42% +$171K 0.22% 90
2020
Q3 		$380K Buy
10,430
+1,560
+18% +$52.3K 0.16% 112
2020
Q2 		$280K Buy
+8,870
New +$248K 0.13% 138
2019
Q3 		– Sell
-2,740
Closed -$79K – 201
2019
Q2 		$79K Buy
2,740
+1,000
+57% +$29.1K 0.04% 322
2019
Q1 		$52K Sell
1,740
-40
-2% -$1.08K 0.02% 356
2018
Q4 		$45K Buy
1,780
+30
+2% +$708 0.02% 340
2018
Q3 		$44K Sell
1,750
-37,790
-96% -$847K 0.02% 369
2018
Q2 		$959K Sell
39,540
-170
-0.4% -$4.17K 0.42% 64
2018
Q1 		$951K Buy
39,710
+570
+1% +$14.4K 0.44% 63
2017
Q4 		$893K Buy
39,140
+2,120
+6% +$55.1K 0.43% 62
2017
Q3 		$898K Sell
37,020
-960
-3% -$23.7K 0.47% 59
2017
Q2 		$873K Sell
37,980
-5,150
-12% -$119K 0.46% 57
2017
Q1 		$972K Sell
43,130
-1,690
-4% -$34.8K 0.51% 54
2016
Q4 		$792K Buy
+44,820
New +$776K 0.47% 59

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

YorkBridge Wealth Partners's AVGO Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Broadcom (AVGO) stake by 1.8% in Q4 2022, buying an estimated $19.1K and bringing the position to 21,890 shares worth $1.22M. The position accounts for 0.31% of the portfolio, ranked #78.

YorkBridge Wealth Partners first reported a position in AVGO in Q4 2016 and has held it in 22 quarters since. The position peaked at $1.35M in Q4 2021. 2,141 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

  • YorkBridge Wealth Partners held 21,890 shares of Broadcom worth $1.22M as of Q4 2022.
  • YorkBridge Wealth Partners bought 380 Broadcom shares in Q4 2022, an estimated $19.1K.
  • Broadcom made up 0.31% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #78 holding.
  • YorkBridge Wealth Partners first reported a position in Broadcom in Q4 2016 and has held it in 22 quarters since.
  • YorkBridge Wealth Partners's Broadcom position peaked at $1.35M in Q4 2021.
  • 2,141 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.