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Lenox Wealth Advisors’s Broadcom AVGO Stock Holding History

Lenox 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
2022
Q1 		$197K Sell
3,360
-150
-4% -$8.91K 0.02% 113
2021
Q4 		$234K Buy
3,510
+20
+0.6% +$1.12K 0.03% 99
2021
Q3 		$169K Buy
3,490
+30
+0.9% +$1.46K 0.02% 116
2021
Q2 		$165K Sell
3,460
-180
-5% -$8.34K 0.02% 114
2021
Q1 		$169K Sell
3,640
-40
-1% -$1.85K 0.02% 94
2020
Q4 		$161K Sell
3,680
-90
-2% -$3.51K 0.02% 98
2020
Q3 		$137K Buy
3,770
+490
+15% +$16.4K 0.02% 99
2020
Q2 		$104K Buy
3,280
+160
+5% +$4.48K 0.02% 101
2020
Q1 		$74K Sell
3,120
-370
-11% -$10.4K 0.01% 109
2019
Q4 		$110K Hold
3,490
– – 0.02% 113
2019
Q3 		$96K Buy
3,490
+1,630
+88% +$46.3K 0.02% 116
2019
Q2 		$54K Buy
1,860
+400
+27% +$11.7K 0.01% 140
2019
Q1 		$44K Sell
1,460
-80
-5% -$2.17K 0.01% 139
2018
Q4 		$39K Hold
1,540
– – 0.01% 141
2018
Q3 		$38K Sell
1,540
-970
-39% -$21.8K 0.01% 159
2018
Q2 		$61K Sell
2,510
-450
-15% -$11K 0.01% 121
2018
Q1 		$70K Buy
2,960
+2,630
+797% +$66.2K 0.02% 135
2017
Q4 		$8K Buy
+330
New +$8.58K ﹤0.01% 180
2017
Q3 		– Sell
-3,360
Closed -$78K – 238
2017
Q2 		$78K Buy
+3,360
New +$78K 0.03% 42
2016
Q3 		– Sell
-570
Closed -$9K – 204
2016
Q2 		$9K Hold
570
– – ﹤0.01% 168
2016
Q1 		$9K Hold
570
– – ﹤0.01% 167
2015
Q4 		$8K Buy
+570
New +$7.41K ﹤0.01% 188

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's AVGO Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Broadcom (AVGO) stake by 4.3% in Q1 2022, selling an estimated $8.91K and leaving 3,360 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #113.

Lenox Wealth Advisors first reported a position in AVGO in Q4 2015 and has held it in 22 quarters since. The position peaked at $234K in Q4 2021. 2,059 funds tracked by Wall St. Rank hold AVGO as of Q1 2022.

  • Lenox Wealth Advisors held 3,360 shares of Broadcom worth $197K as of Q1 2022.
  • Lenox Wealth Advisors sold 150 Broadcom shares in Q1 2022, an estimated $8.91K.
  • Broadcom made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #113 holding.
  • Lenox Wealth Advisors first reported a position in Broadcom in Q4 2015 and has held it in 22 quarters since.
  • Lenox Wealth Advisors's Broadcom position peaked at $234K in Q4 2021.
  • 2,059 funds tracked by Wall St. Rank held Broadcom as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.