ZCA
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Zeke Capital Advisors’s Broadcom AVGO Stock Holding History

Zeke Capital 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
2022
Q4 		$2.5M Buy
44,680
+23,350
+109% +$1.17M 0.16% 62
2022
Q3 		$947K Sell
21,330
-2,990
-12% -$153K 0.07% 125
2022
Q2 		$1.18M Buy
24,320
+3,710
+18% +$208K 0.08% 116
2022
Q1 		$1.3M Buy
+20,610
New +$1.22M 0.07% 121
2020
Q1 		– Sell
-26,700
Closed -$844K – 258
2019
Q4 		$844K Sell
26,700
-25,650
-49% -$779K 0.07% 245
2019
Q3 		$1.45M Sell
52,350
-7,000
-12% -$199K 0.13% 137
2019
Q2 		$1.71M Sell
59,350
-860
-1% -$25.1K 0.16% 112
2019
Q1 		$1.81M Sell
60,210
-6,220
-9% -$169K 0.17% 106
2018
Q4 		$1.69M Buy
66,430
+30,610
+85% +$722K 0.16% 106
2018
Q3 		$884K Sell
35,820
-30,480
-46% -$683K 0.07% 270
2018
Q2 		$1.61M Sell
66,300
-22,570
-25% -$553K 0.15% 114
2018
Q1 		$2.09M Buy
88,870
+8,710
+11% +$219K 0.19% 92
2017
Q4 		$2.06M Buy
80,160
+22,570
+39% +$587K 0.22% 76
2017
Q3 		$1.4M Buy
57,590
+23,640
+70% +$584K 0.19% 85
2017
Q2 		$791K Buy
33,950
+8,160
+32% +$189K 0.15% 86
2017
Q1 		$565K Buy
25,790
+4,760
+23% +$98K 0.12% 102
2016
Q4 		$372K Buy
+21,030
New +$364K 0.1% 108

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

Zeke Capital Advisors's AVGO Position: Q4 2022 in Review

Zeke Capital Advisors increased its Broadcom (AVGO) stake by 109% in Q4 2022, buying an estimated $1.17M and bringing the position to 44,680 shares worth $2.5M. The position accounts for 0.16% of the portfolio, ranked #62.

Zeke Capital Advisors first reported a position in AVGO in Q4 2016 and has held it in 17 quarters since. 2,141 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

  • Zeke Capital Advisors held 44,680 shares of Broadcom worth $2.5M as of Q4 2022.
  • Zeke Capital Advisors bought 23,350 Broadcom shares in Q4 2022, an estimated $1.17M.
  • Broadcom made up 0.16% of Zeke Capital Advisors's portfolio in Q4 2022, its #62 holding.
  • Zeke Capital Advisors first reported a position in Broadcom in Q4 2016 and has held it in 17 quarters since.
  • 2,141 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.