Altium Wealth Management’s Broadcom AVGO Stock Holding History

Altium Wealth Management’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	$2.64M	Buy	54,290 +8,890	+20%	+$499K	0.19%	68
2022 Q1	$2.86M	Buy	45,400 +6,140	+16%	+$365K	0.18%	69
2021 Q4	$2.61M	Buy	39,260 +2,930	+8%	+$165K	0.17%	70
2021 Q3	$1.76M	Buy	36,330 +1,710	+5%	+$83.2K	0.13%	92
2021 Q2	$1.65M	Sell	34,620 -20	-0.1%	-$927	0.12%	92
2021 Q1	$1.61M	Buy	34,640 +3,070	+10%	+$142K	0.13%	89
2020 Q4	$1.38M	Buy	31,570 +2,380	+8%	+$92.8K	0.12%	89
2020 Q3	$1.06M	Buy	29,190 +1,410	+5%	+$47.2K	0.11%	90
2020 Q2	$877K	Buy	27,780 +640	+2%	+$17.9K	0.1%	104
2020 Q1	$643K	Sell	27,140 -840	-3%	-$23.7K	0.09%	117
2019 Q4	$884K	Buy	27,980 +1,490	+6%	+$45.2K	0.11%	109
2019 Q3	$731K	Buy	26,490 +2,490	+10%	+$70.8K	0.1%	124
2019 Q2	$691K	Buy	24,000 +3,650	+18%	+$106K	0.1%	130
2019 Q1	$612K	Buy	20,350 +310	+2%	+$8.4K	0.1%	141
2018 Q4	$510K	Buy	20,040 +730	+4%	+$17.2K	0.1%	140
2018 Q3	$476K	Sell	19,310 -2,270	-11%	-$50.9K	0.09%	160
2018 Q2	$524K	Buy	+21,580	New	+$529K	0.14%	113

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Altium Wealth Management's AVGO Position: Q2 2022 in Review

Altium Wealth Management increased its Broadcom (AVGO) stake by 20% in Q2 2022, buying an estimated $499K and bringing the position to 54,290 shares worth $2.64M. The position accounts for 0.19% of the portfolio, ranked #68.

Altium Wealth Management first reported a position in AVGO in Q2 2018 and has held it in 17 quarters since. The position peaked at $2.86M in Q1 2022. 1,998 funds tracked by Wall St. Rank hold AVGO as of Q2 2022.

Altium Wealth Management held 54,290 shares of Broadcom worth $2.64M as of Q2 2022.
Altium Wealth Management bought 8,890 Broadcom shares in Q2 2022, an estimated $499K.
Broadcom made up 0.19% of Altium Wealth Management's portfolio in Q2 2022, its #68 holding.
Altium Wealth Management first reported a position in Broadcom in Q2 2018 and has held it in 17 quarters since.
Altium Wealth Management's Broadcom position peaked at $2.86M in Q1 2022.
1,998 funds tracked by Wall St. Rank held Broadcom as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.