Frontier Wealth Management’s Broadcom AVGO Stock Holding History

Frontier 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	$1.38M	Buy	28,380 +180	+0.6%	+$10.1K	0.1%	151
2022 Q1	$1.65M	Buy	28,200 +3,530	+14%	+$210K	0.02%	138
2021 Q4	$1.64M	Buy	24,670 +9,570	+63%	+$538K	0.11%	135
2021 Q3	$732K	Buy	15,100 +3,710	+33%	+$180K	0.05%	226
2021 Q2	$543K	Buy	11,390 +5,140	+82%	+$238K	0.04%	257
2021 Q1	$290K	Sell	6,250 -400	-6%	-$18.5K	0.02%	307
2020 Q4	$291K	Hold	6,650	–	–	0.02%	297
2020 Q3	$242K	Hold	6,650	–	–	0.02%	315
2020 Q2	$210K	Buy	+6,650	New	+$186K	0.02%	317
2020 Q1	–	Sell	-9,080	Closed	-$287K	–	293
2019 Q4	$287K	Sell	9,080 -3,240	-26%	-$98.4K	0.05%	234
2019 Q3	$340K	Buy	12,320 +4,280	+53%	+$122K	0.05%	230
2019 Q2	$231K	Buy	8,040 +410	+5%	+$11.9K	0.03%	264
2019 Q1	$229K	Buy	+7,630	New	+$207K	0.03%	315
2018 Q2	–	Sell	-9,870	Closed	-$233K	–	383
2018 Q1	$233K	Buy	9,870 +1,310	+15%	+$33K	0.03%	333
2017 Q4	$220K	Sell	8,560 -1,180	-12%	-$30.7K	0.04%	318
2017 Q3	$236K	Buy	+9,740	New	+$241K	0.03%	334
2017 Q1	–	Sell	-26,220	Closed	-$463K	–	397
2016 Q4	$463K	Buy	26,220 +5,980	+30%	+$104K	0.08%	227
2016 Q3	$349K	Sell	20,240 -3,540	-15%	-$59.2K	0.05%	253
2016 Q2	$370K	Buy	+23,780	New	+$362K	0.06%	245
2016 Q1	–	Sell	-24,520	Closed	-$356K	–	354
2015 Q4	$356K	Buy	24,520 +1,130	+5%	+$14.7K	0.06%	232
2015 Q3	$292K	Sell	23,390 -5,520	-19%	-$69.7K	0.05%	259
2015 Q2	$384K	Buy	28,910 +10,400	+56%	+$136K	0.06%	230
2015 Q1	$235K	Buy	+18,510	New	+$212K	0.04%	260

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Frontier Wealth Management's AVGO Position: Q2 2022 in Review

Frontier Wealth Management increased its Broadcom (AVGO) stake by 0.64% in Q2 2022, buying an estimated $10.1K and bringing the position to 28,380 shares worth $1.38M. The position accounts for 0.1% of the portfolio, ranked #151.

Frontier Wealth Management first reported a position in AVGO in Q1 2015 and has held it in 23 quarters since. The position peaked at $1.65M in Q1 2022. 2,000 funds tracked by Wall St. Rank hold AVGO as of Q2 2022.

Frontier Wealth Management held 28,380 shares of Broadcom worth $1.38M as of Q2 2022.
Frontier Wealth Management bought 180 Broadcom shares in Q2 2022, an estimated $10.1K.
Broadcom made up 0.1% of Frontier Wealth Management's portfolio in Q2 2022, its #151 holding.
Frontier Wealth Management first reported a position in Broadcom in Q1 2015 and has held it in 23 quarters since.
Frontier Wealth Management's Broadcom position peaked at $1.65M in Q1 2022.
2,000 funds tracked by Wall St. Rank held Broadcom as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.