Bruderman Asset Management’s Broadcom AVGO Stock Holding History

Bruderman Asset 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	$1.61M	Sell	33,150 -580	-2%	-$32.6K	2.89%	10
2022 Q1	$2.13M	Sell	33,730 -38,170	-53%	-$2.27M	3.21%	7
2021 Q4	$4.79M	Sell	71,900 -177,110	-71%	-$9.96M	3.66%	3
2021 Q3	$12.1M	Buy	249,010 +4,280	+2%	+$208K	3.03%	6
2021 Q2	$11.7M	Buy	244,730 +2,300	+0.9%	+$107K	3.62%	7
2021 Q1	$11.2M	Buy	242,430 +6,170	+3%	+$285K	3.12%	5
2020 Q4	$10.3M	Buy	236,260 +20,180	+9%	+$787K	3%	4
2020 Q3	$7.87M	Buy	216,080 +113,720	+111%	+$3.81M	2.58%	8
2020 Q2	$3.2M	Buy	+102,360	New	+$2.86M	1.06%	35

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

Bruderman Asset Management's AVGO Position: Q2 2022 in Review

Bruderman Asset Management reduced its Broadcom (AVGO) stake by 1.7% in Q2 2022, selling an estimated $32.6K and leaving 33,150 shares worth $1.61M. The position accounts for 2.89% of the portfolio, ranked #10.

Bruderman Asset Management first reported a position in AVGO in Q2 2020 and has held it in 9 quarters since. The position peaked at $12.1M in Q3 2021. 1,998 funds tracked by Wall St. Rank hold AVGO as of Q2 2022.

Bruderman Asset Management held 33,150 shares of Broadcom worth $1.61M as of Q2 2022.
Bruderman Asset Management sold 580 Broadcom shares in Q2 2022, an estimated $32.6K.
Broadcom made up 2.89% of Bruderman Asset Management's portfolio in Q2 2022, its #10 holding.
Bruderman Asset Management first reported a position in Broadcom in Q2 2020 and has held it in 9 quarters since.
Bruderman Asset Management's Broadcom position peaked at $12.1M in Q3 2021.
1,998 funds tracked by Wall St. Rank held Broadcom as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.