BRWM
AVGO icon

B. Riley Wealth Management’s Broadcom AVGO Stock Holding History

B. Riley 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 		$3.44K Buy
70,760
+5,120
+8% +$287K ﹤0.01% 167
2022
Q1 		$4.13M Sell
65,640
-7,380
-10% -$438K 0.32% 79
2021
Q4 		$4.86M Buy
73,020
+7,820
+12% +$440K 0.34% 71
2021
Q3 		$3.16M Buy
65,200
+1,140
+2% +$55.4K 0.24% 97
2021
Q2 		$3.06M Buy
64,060
+540
+0.9% +$25K 0.34% 75
2021
Q1 		$2.94M Buy
63,520
+1,920
+3% +$88.8K 0.34% 78
2020
Q4 		$2.7M Sell
61,600
-8,960
-13% -$349K 0.35% 77
2020
Q3 		$2.57M Buy
70,560
+7,120
+11% +$238K 0.3% 76
2020
Q2 		$2M Sell
63,440
-380
-0.6% -$10.6K 0.22% 102
2020
Q1 		$1.51M Buy
63,820
+7,800
+14% +$220K 0.16% 128
2019
Q4 		$1.77M Buy
56,020
+250
+0.4% +$7.59K 0.27% 89
2019
Q3 		$1.54M Buy
55,770
+2,750
+5% +$78.2K 0.27% 85
2019
Q2 		$1.53K Sell
53,020
-9,540
-15% -$278K 0.23% 84
2019
Q1 		$1.88M Sell
62,560
-1,140
-2% -$30.9K 0.33% 71
2018
Q4 		$1.62M Sell
63,700
-1,020
-2% -$24.1K 0.34% 66
2018
Q3 		$1.6M Buy
+64,720
New +$1.45M 0.39% 57
2015
Q3 		– Sell
-4,510
Closed -$59K – 184
2015
Q2 		$59K Buy
4,510
+3,510
+351% +$46K 0.05% 376
2015
Q1 		$12K Buy
+1,000
New +$11.5K 0.01% 719
2014
Q3 		– Sell
-2,350
Closed -$16K – 1066
2014
Q2 		$16K Buy
+2,350
New +$15.8K 0.01% 708

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

B. Riley Wealth Management's AVGO Position: Q2 2022 in Review

B. Riley Wealth Management increased its Broadcom (AVGO) stake by 7.8% in Q2 2022, buying an estimated $287K and bringing the position to 70,760 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

B. Riley Wealth Management first reported a position in AVGO in Q2 2014 and has held it in 19 quarters since. The position peaked at $4.86M in Q4 2021. 1,998 funds tracked by Wall St. Rank hold AVGO as of Q2 2022.

  • B. Riley Wealth Management held 70,760 shares of Broadcom worth $3.44K as of Q2 2022.
  • B. Riley Wealth Management bought 5,120 Broadcom shares in Q2 2022, an estimated $287K.
  • Broadcom made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #167 holding.
  • B. Riley Wealth Management first reported a position in Broadcom in Q2 2014 and has held it in 19 quarters since.
  • B. Riley Wealth Management's Broadcom position peaked at $4.86M in Q4 2021.
  • 1,998 funds tracked by Wall St. Rank held Broadcom as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.