Lenox Wealth Management’s Broadcom AVGO Stock Holding History

Lenox 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
2020 Q2	$444K	Sell	14,070 -1,060	-7%	-$29.7K	0.14%	96
2020 Q1	$358K	Buy	15,130 +1,280	+9%	+$36.1K	0.12%	96
2019 Q4	$438K	Buy	13,850 +690	+5%	+$20.9K	0.12%	100
2019 Q3	$366K	Buy	13,160 +5,680	+76%	+$161K	0.11%	102
2019 Q2	$217K	Buy	7,480 +2,540	+51%	+$74K	0.06%	130
2019 Q1	$149K	Buy	4,940 +4,160	+533%	+$113K	0.05%	141
2018 Q4	$20K	Sell	780 -14,670	-95%	-$346K	0.01%	288
2018 Q3	$8K	Buy	15,450 +14,430	+1,415%	+$324K	﹤0.01%	436
2018 Q2	$25K	Sell	1,020 -750	-42%	-$18.4K	0.01%	267
2018 Q1	$45K	Hold	1,770	–	–	0.01%	225
2017 Q4	$45K	Buy	1,770 +110	+7%	+$2.86K	0.01%	220
2017 Q3	$40K	Sell	1,660 -25,260	-94%	-$625K	0.01%	248
2017 Q2	$627K	Buy	+26,920	New	+$625K	0.25%	75

Other funds holding AVGO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Management's AVGO Position: Q2 2020 in Review

Lenox Wealth Management reduced its Broadcom (AVGO) stake by 7% in Q2 2020, selling an estimated $29.7K and leaving 14,070 shares worth $444K. The position accounts for 0.14% of the portfolio, ranked #96.

Lenox Wealth Management first reported a position in AVGO in Q2 2017 and has held it in 13 quarters since. The position peaked at $627K in Q2 2017. 1,387 funds tracked by Wall St. Rank hold AVGO as of Q2 2020.

Lenox Wealth Management held 14,070 shares of Broadcom worth $444K as of Q2 2020.
Lenox Wealth Management sold 1,060 Broadcom shares in Q2 2020, an estimated $29.7K.
Broadcom made up 0.14% of Lenox Wealth Management's portfolio in Q2 2020, its #96 holding.
Lenox Wealth Management first reported a position in Broadcom in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Broadcom position peaked at $627K in Q2 2017.
1,387 funds tracked by Wall St. Rank held Broadcom as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.