Lake Point Wealth Management’s Broadcom AVGO Stock Holding History

Lake Point 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	$0	Hold	10	–	–	﹤0.01%	440
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	372
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	372
2021 Q3	$0	Hold	10	–	–	﹤0.01%	402
2021 Q2	$0	Buy	+10	New	+$463	﹤0.01%	410
2020 Q1	$24K	Buy	1,010 +930	+1,163%	+$26.2K	0.02%	72
2019 Q4	$3K	Buy	+80	New	+$2.43K	﹤0.01%	420
2019 Q2	$0	Hold	10	–	–	﹤0.01%	662
2019 Q1	$0	Sell	10 -7,670	-100%	-$208K	﹤0.01%	675
2018 Q4	$195K	Buy	+7,680	New	+$181K	0.07%	156

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

Lake Point Wealth Management's AVGO Position: Q2 2022 in Review

Lake Point Wealth Management held its Broadcom (AVGO) position steady in Q2 2022 at 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Lake Point Wealth Management first reported a position in AVGO in Q4 2018 and has held it in 10 quarters since. The position peaked at $195K in Q4 2018. 1,998 funds tracked by Wall St. Rank hold AVGO as of Q2 2022.

Lake Point Wealth Management held 10 shares of Broadcom worth $0 as of Q2 2022.
Lake Point Wealth Management left its Broadcom share count unchanged in Q2 2022.
Broadcom made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #440 holding.
Lake Point Wealth Management first reported a position in Broadcom in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Broadcom position peaked at $195K in Q4 2018.
1,998 funds tracked by Wall St. Rank held Broadcom as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.