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Advisor Partners’s Broadcom AVGO Stock Holding History

Advisor 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
Q2 		$6.24M Buy
128,350
+6,950
+6% +$390K 0.44% 41
2022
Q1 		$7.64M Buy
121,400
+2,480
+2% +$147K 0.48% 36
2021
Q4 		$7.91M Buy
118,920
+7,070
+6% +$397K 0.48% 37
2021
Q3 		$5.42M Sell
111,850
-460
-0.4% -$22.4K 0.37% 49
2021
Q2 		$5.36M Buy
112,310
+380
+0.3% +$17.6K 0.35% 56
2021
Q1 		$5.19M Hold
111,930
– – 0.37% 54
2020
Q4 		$4.9M Buy
111,930
+6,780
+6% +$264K 0.37% 51
2020
Q3 		$3.83M Buy
105,150
+3,320
+3% +$111K 0.33% 59
2020
Q2 		$3.21M Buy
101,830
+19,760
+24% +$553K 0.3% 62
2020
Q1 		$1.95M Sell
82,070
-42,970
-34% -$1.21M 0.24% 91
2019
Q4 		$3.79M Buy
125,040
+18,500
+17% +$562K 0.39% 57
2019
Q3 		$2.94M Buy
106,540
+9,720
+10% +$276K 0.36% 59
2019
Q2 		$2.79M Sell
96,820
-350
-0.4% -$10.2K 0.34% 55
2019
Q1 		$2.92M Sell
97,170
-4,650
-5% -$126K 0.37% 56
2018
Q4 		$2.59M Buy
101,820
+36,730
+56% +$867K 0.41% 53
2018
Q3 		$1.61M Sell
65,090
-7,160
-10% -$161K 0.22% 85
2018
Q2 		$1.75M Buy
72,250
+6,640
+10% +$163K 0.3% 71
2018
Q1 		$1.55M Buy
65,610
+3,720
+6% +$93.7K 0.29% 74
2017
Q4 		$1.65M Buy
61,890
+3,130
+5% +$81.4K 0.29% 73
2017
Q3 		$1.43M Sell
58,760
-90
-0.2% -$2.23K 0.28% 73
2017
Q2 		$1.37M Buy
58,850
+5,370
+10% +$125K 0.32% 74
2017
Q1 		$1.17M Buy
53,480
+4,520
+9% +$93.1K 0.31% 78
2016
Q4 		$865K Buy
48,960
+11,780
+32% +$204K 0.26% 99
2016
Q3 		$641K Buy
37,180
+6,970
+23% +$117K 0.21% 118
2016
Q2 		$469K Buy
30,210
+2,530
+9% +$38.5K 0.16% 157
2016
Q1 		$428K Buy
27,680
+11,500
+71% +$155K 0.16% 157
2015
Q4 		$235K Sell
16,180
-1,360
-8% -$17.7K 0.08% 270
2015
Q3 		$219K Buy
17,540
+1,250
+8% +$15.8K 0.09% 274
2015
Q2 		$210K Buy
+16,290
New +$213K 0.08% 300

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisor Partners's AVGO Position: Q2 2022 in Review

Advisor Partners increased its Broadcom (AVGO) stake by 5.7% in Q2 2022, buying an estimated $390K and bringing the position to 128,350 shares worth $6.24M. The position accounts for 0.44% of the portfolio, ranked #41.

Advisor Partners first reported a position in AVGO in Q2 2015 and has held it in 29 quarters since. The position peaked at $7.91M in Q4 2021. 1,999 funds tracked by Wall St. Rank hold AVGO as of Q2 2022.

  • Advisor Partners held 128,350 shares of Broadcom worth $6.24M as of Q2 2022.
  • Advisor Partners bought 6,950 Broadcom shares in Q2 2022, an estimated $390K.
  • Broadcom made up 0.44% of Advisor Partners's portfolio in Q2 2022, its #41 holding.
  • Advisor Partners first reported a position in Broadcom in Q2 2015 and has held it in 29 quarters since.
  • Advisor Partners's Broadcom position peaked at $7.91M in Q4 2021.
  • 1,999 funds tracked by Wall St. Rank held Broadcom as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.