EWM
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Edge Wealth Management’s Broadcom AVGO Stock Holding History

Edge 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
Q1 		– Sell
-150
Closed -$10K – 129
2021
Q4 		$10K Hold
150
– – ﹤0.01% 294
2021
Q3 		$7K Hold
150
– – ﹤0.01% 323
2021
Q2 		$7K Hold
150
– – ﹤0.01% 322
2021
Q1 		$7K Buy
+150
New +$6.94K ﹤0.01% 313
2018
Q4 		– Sell
-5,570
Closed -$137K – 563
2018
Q3 		$137K Hold
5,570
– – 0.03% 175
2018
Q2 		$135K Buy
+5,570
New +$137K 0.03% 171

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edge Wealth Management's AVGO Position: Q1 2022 in Review

Edge Wealth Management sold out of Broadcom (AVGO) in Q1 2022, closing a stake of 150 shares — an estimated $10K sold.

Edge Wealth Management first reported a position in AVGO in Q2 2018 and held it in 6 quarters. The position peaked at $137K in Q3 2018. 2,058 funds tracked by Wall St. Rank hold AVGO as of Q1 2022.

  • Edge Wealth Management reported no remaining Broadcom position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 150 Broadcom shares in Q1 2022, an estimated $10K.
  • Edge Wealth Management first reported a position in Broadcom in Q2 2018 and held it in 6 quarters.
  • Edge Wealth Management's Broadcom position peaked at $137K in Q3 2018.
  • 2,058 funds tracked by Wall St. Rank held Broadcom as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.