Intersect Capital’s Broadcom AVGO Stock Holding History

Intersect Capital’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	$2.55M	Sell	52,460 -4,310	-8%	-$242K	0.77%	23
2022 Q1	$3.58M	Buy	56,770 +1,990	+4%	+$118K	0.69%	23
2021 Q4	$3.65M	Buy	54,780 +1,340	+3%	+$75.3K	0.67%	25
2021 Q3	$2.59M	Buy	53,440 +3,000	+6%	+$146K	0.44%	46
2021 Q2	$2.4M	Buy	50,440 +5,440	+12%	+$252K	0.43%	48
2021 Q1	$2.09M	Buy	45,000 +4,460	+11%	+$206K	0.42%	51
2020 Q4	$1.77M	Buy	40,540 +10,750	+36%	+$419K	0.39%	53
2020 Q3	$1.08M	Buy	+29,790	New	+$998K	0.29%	65
2015 Q2	–	Sell	-2,340	Closed	-$27K	–	128
2015 Q1	$27K	Hold	2,340	–	–	0.02%	241
2014 Q4	$24K	Buy	+2,340	New	+$20.9K	0.02%	264

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

Intersect Capital's AVGO Position: Q2 2022 in Review

Intersect Capital reduced its Broadcom (AVGO) stake by 7.6% in Q2 2022, selling an estimated $242K and leaving 52,460 shares worth $2.55M. The position accounts for 0.77% of the portfolio, ranked #23.

Intersect Capital first reported a position in AVGO in Q4 2014 and has held it in 10 quarters since. The position peaked at $3.65M in Q4 2021. 1,999 funds tracked by Wall St. Rank hold AVGO as of Q2 2022.

Intersect Capital held 52,460 shares of Broadcom worth $2.55M as of Q2 2022.
Intersect Capital sold 4,310 Broadcom shares in Q2 2022, an estimated $242K.
Broadcom made up 0.77% of Intersect Capital's portfolio in Q2 2022, its #23 holding.
Intersect Capital first reported a position in Broadcom in Q4 2014 and has held it in 10 quarters since.
Intersect Capital's Broadcom position peaked at $3.65M in Q4 2021.
1,999 funds tracked by Wall St. Rank held Broadcom as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.