Kings Point Capital Management’s Broadcom AVGO Stock Holding History

Kings Point Capital 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	$613K	Sell	9,740 -1,300	-12%	-$77.2K	0.05%	126
2021 Q4	$735K	Buy	11,040 +1,410	+15%	+$79.3K	0.06%	126
2021 Q3	$467K	Buy	9,630 +350	+4%	+$17K	0.04%	144
2021 Q2	$443K	Buy	9,280 +280	+3%	+$13K	0.04%	147
2021 Q1	$417K	Buy	9,000 +990	+12%	+$45.8K	0.04%	143
2020 Q4	$351K	Sell	8,010 -1,820	-19%	-$71K	0.04%	141
2020 Q3	$358K	Hold	9,830	–	–	0.04%	136
2020 Q2	$310K	Hold	9,830	–	–	0.04%	133
2020 Q1	$233K	Buy	9,830 +6,450	+191%	+$182K	0.04%	148
2019 Q4	$107K	Buy	3,380 +2,030	+150%	+$61.6K	0.02%	237
2019 Q3	$37K	Buy	+1,350	New	+$38.4K	0.01%	334
2016 Q2	–	Sell	-1,160	Closed	-$18K	–	324
2016 Q1	$18K	Buy	+1,160	New	+$15.7K	﹤0.01%	268
2015 Q4	–	Sell	-2,190	Closed	-$27K	–	353
2015 Q3	$27K	Hold	2,190	–	–	0.01%	275
2015 Q2	$29K	Hold	2,190	–	–	0.01%	264
2015 Q1	$28K	Hold	2,190	–	–	0.01%	266
2014 Q4	$22K	Hold	2,190	–	–	0.01%	278
2014 Q3	$19K	Hold	2,190	–	–	0.01%	253
2014 Q2	$16K	Buy	+2,190	New	+$14.7K	﹤0.01%	271

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

Kings Point Capital Management's AVGO Position: Q1 2022 in Review

Kings Point Capital Management reduced its Broadcom (AVGO) stake by 12% in Q1 2022, selling an estimated $77.2K and leaving 9,740 shares worth $613K. The position accounts for 0.05% of the portfolio, ranked #126.

Kings Point Capital Management first reported a position in AVGO in Q2 2014 and has held it in 18 quarters since. The position peaked at $735K in Q4 2021. 2,058 funds tracked by Wall St. Rank hold AVGO as of Q1 2022.

Kings Point Capital Management held 9,740 shares of Broadcom worth $613K as of Q1 2022.
Kings Point Capital Management sold 1,300 Broadcom shares in Q1 2022, an estimated $77.2K.
Broadcom made up 0.05% of Kings Point Capital Management's portfolio in Q1 2022, its #126 holding.
Kings Point Capital Management first reported a position in Broadcom in Q2 2014 and has held it in 18 quarters since.
Kings Point Capital Management's Broadcom position peaked at $735K in Q4 2021.
2,058 funds tracked by Wall St. Rank held Broadcom as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.