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Brewin Dolphin Wealth Management’s Broadcom AVGO Stock Holding History

Brewin Dolphin 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 		$37K Hold
760
– – ﹤0.01% 207
2022
Q1 		$48K Hold
760
– – 0.01% 195
2021
Q4 		$51K Hold
760
– – 0.01% 195
2021
Q3 		$36.9K Hold
760
– – ﹤0.01% 218
2021
Q2 		$36.2K Hold
760
– – ﹤0.01% 224
2021
Q1 		$35.2K Buy
760
+600
+375% +$27.7K 0.01% 210
2020
Q4 		$7.01K Buy
+160
New +$6.24K ﹤0.01% 254

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

Brewin Dolphin Wealth Management's AVGO Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Broadcom (AVGO) position steady in Q2 2022 at 760 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Brewin Dolphin Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 7 quarters since. The position peaked at $51K in Q4 2021. 1,998 funds tracked by Wall St. Rank hold AVGO as of Q2 2022.

  • Brewin Dolphin Wealth Management held 760 shares of Broadcom worth $37K as of Q2 2022.
  • Brewin Dolphin Wealth Management left its Broadcom share count unchanged in Q2 2022.
  • Broadcom made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #207 holding.
  • Brewin Dolphin Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 7 quarters since.
  • Brewin Dolphin Wealth Management's Broadcom position peaked at $51K in Q4 2021.
  • 1,998 funds tracked by Wall St. Rank held Broadcom as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.