Breiter Capital Management’s Broadcom AVGO Stock Holding History

Breiter Capital 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 Q1	$2.29M	Sell	36,420 -140	-0.4%	-$8.32K	1.13%	26
2021 Q4	$2.43M	Buy	+36,560	New	+$2.06M	1.19%	21
2019 Q2	–	Sell	-12,720	Closed	-$300K	–	86
2019 Q1	$300K	Buy	+12,720	New	+$345K	0.4%	88
2018 Q3	–	Sell	-12,500	Closed	-$303K	–	117
2018 Q2	$303K	Buy	+12,500	New	+$306K	0.42%	79

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Breiter Capital Management's AVGO Position: Q1 2022 in Review

Breiter Capital Management reduced its Broadcom (AVGO) stake by 0.38% in Q1 2022, selling an estimated $8.32K and leaving 36,420 shares worth $2.29M. The position accounts for 1.13% of the portfolio, ranked #26.

Breiter Capital Management first reported a position in AVGO in Q2 2018 and has held it in 4 quarters since. The position peaked at $2.43M in Q4 2021. 2,058 funds tracked by Wall St. Rank hold AVGO as of Q1 2022.

Breiter Capital Management held 36,420 shares of Broadcom worth $2.29M as of Q1 2022.
Breiter Capital Management sold 140 Broadcom shares in Q1 2022, an estimated $8.32K.
Broadcom made up 1.13% of Breiter Capital Management's portfolio in Q1 2022, its #26 holding.
Breiter Capital Management first reported a position in Broadcom in Q2 2018 and has held it in 4 quarters since.
Breiter Capital Management's Broadcom position peaked at $2.43M in Q4 2021.
2,058 funds tracked by Wall St. Rank held Broadcom as of Q1 2022.

Based on Breiter Capital Management's 13F filing for Q1 2022, filed 11 May 2022.