IndexIQ Advisors’s Broadcom AVGO Stock Holding History

IndexIQ Advisors’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	$7.59M	Sell	120,500 -8,960	-7%	-$532K	0.27%	76
2021 Q4	$8.61M	Sell	129,460 -500	-0.4%	-$28.1K	0.29%	64
2021 Q3	$6.3M	Buy	129,960 +2,700	+2%	+$131K	0.21%	84
2021 Q2	$6.07M	Buy	127,260 +1,870	+1%	+$86.6K	0.21%	81
2021 Q1	$5.81M	Sell	125,390 -8,720	-7%	-$403K	0.21%	77
2020 Q4	$5.87M	Buy	134,110 +24,940	+23%	+$972K	0.22%	71
2020 Q3	$3.98M	Buy	109,170 +17,320	+19%	+$580K	0.16%	82
2020 Q2	$2.9M	Buy	91,850 +8,270	+10%	+$231K	0.13%	94
2020 Q1	$1.98M	Sell	83,580 -56,540	-40%	-$1.59M	0.09%	125
2019 Q4	$4.43M	Buy	140,120 +31,250	+29%	+$949K	0.16%	130
2019 Q3	$3.01M	Sell	108,870 -37,160	-25%	-$1.06M	0.11%	154
2019 Q2	$4.2M	Buy	+146,030	New	+$4.26M	0.13%	135

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

IndexIQ Advisors's AVGO Position: Q1 2022 in Review

IndexIQ Advisors reduced its Broadcom (AVGO) stake by 6.9% in Q1 2022, selling an estimated $532K and leaving 120,500 shares worth $7.59M. The position accounts for 0.27% of the portfolio, ranked #76.

IndexIQ Advisors first reported a position in AVGO in Q2 2019 and has held it in 12 quarters since. The position peaked at $8.61M in Q4 2021. 2,058 funds tracked by Wall St. Rank hold AVGO as of Q1 2022.

IndexIQ Advisors held 120,500 shares of Broadcom worth $7.59M as of Q1 2022.
IndexIQ Advisors sold 8,960 Broadcom shares in Q1 2022, an estimated $532K.
Broadcom made up 0.27% of IndexIQ Advisors's portfolio in Q1 2022, its #76 holding.
IndexIQ Advisors first reported a position in Broadcom in Q2 2019 and has held it in 12 quarters since.
IndexIQ Advisors's Broadcom position peaked at $8.61M in Q4 2021.
2,058 funds tracked by Wall St. Rank held Broadcom as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.