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Intercontinental Wealth Advisors’s Broadcom AVGO Stock Holding History

Intercontinental Wealth 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
2023
Q2 		$358K Sell
4,130
-2,490
-38% -$178K 0.09% 235
2023
Q1 		$425K Sell
6,620
-20
-0.3% -$1.2K 0.11% 214
2022
Q4 		$371K Buy
6,640
+100
+2% +$5.01K 0.11% 206
2022
Q3 		$290K Buy
6,540
+110
+2% +$5.62K 0.09% 226
2022
Q2 		$312K Hold
6,430
– – 0.08% 222
2022
Q1 		$405K Hold
6,430
– – 0.09% 203
2021
Q4 		$428K Sell
6,430
-90
-1% -$5.06K 0.09% 203
2021
Q3 		$316K Sell
6,520
-60
-0.9% -$2.92K 0.07% 222
2021
Q2 		$314K Buy
6,580
+190
+3% +$8.8K 0.06% 231
2021
Q1 		$296K Buy
6,390
+30
+0.5% +$1.39K 0.06% 213
2020
Q4 		$278K Sell
6,360
-2,330
-27% -$90.8K 0.07% 206
2020
Q3 		$317K Sell
8,690
-100
-1% -$3.35K 0.09% 156
2020
Q2 		$277K Sell
8,790
-1,800
-17% -$50.4K 0.09% 153
2020
Q1 		$251K Buy
10,590
+3,970
+60% +$112K 0.13% 128
2019
Q4 		$210K Sell
6,620
-3,840
-37% -$117K 0.18% 100
2019
Q3 		$289K Buy
10,460
+8,660
+481% +$246K 0.18% 107
2019
Q2 		$52K Buy
+1,800
New +$52.5K 0.03% 204
2018
Q2 		– Sell
-8,960
Closed -$211K – 134
2018
Q1 		$211K Hold
8,960
– – 0.12% 123
2017
Q4 		$230K Sell
8,960
-2,130
-19% -$55.4K 0.13% 123
2017
Q3 		$269K Buy
11,090
+1,870
+20% +$46.2K 0.16% 101
2017
Q2 		$215K Buy
+9,220
New +$214K 0.14% 109

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Intercontinental Wealth Advisors's AVGO Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Broadcom (AVGO) stake by 38% in Q2 2023, selling an estimated $178K and leaving 4,130 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #235.

Intercontinental Wealth Advisors first reported a position in AVGO in Q2 2017 and has held it in 21 quarters since. The position peaked at $428K in Q4 2021. 2,388 funds tracked by Wall St. Rank hold AVGO as of Q2 2023.

  • Intercontinental Wealth Advisors held 4,130 shares of Broadcom worth $358K as of Q2 2023.
  • Intercontinental Wealth Advisors sold 2,490 Broadcom shares in Q2 2023, an estimated $178K.
  • Broadcom made up 0.09% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #235 holding.
  • Intercontinental Wealth Advisors first reported a position in Broadcom in Q2 2017 and has held it in 21 quarters since.
  • Intercontinental Wealth Advisors's Broadcom position peaked at $428K in Q4 2021.
  • 2,388 funds tracked by Wall St. Rank held Broadcom as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.