Lumature Wealth Partners’s Broadcom AVGO Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$27.8K	Hold	320	–	–	0.02%	257
2023 Q1	$20.5K	Sell	320 -9,110	-97%	-$548K	0.01%	274
2022 Q4	$527K	Buy	9,430 +310	+3%	+$15.5K	0.29%	63
2022 Q3	$405K	Buy	9,120 +900	+11%	+$46K	0.22%	82
2022 Q2	$399K	Sell	8,220 -820	-9%	-$46K	0.18%	94
2022 Q1	$570K	Sell	9,040 -1,920	-18%	-$114K	0.23%	86
2021 Q4	$729K	Buy	10,960 +60	+0.6%	+$3.37K	0.28%	80
2021 Q3	$529K	Buy	10,900 +360	+3%	+$17.5K	0.22%	89
2021 Q2	$503K	Buy	10,540 +990	+10%	+$45.9K	0.21%	93
2021 Q1	$443K	Sell	9,550 -2,170	-19%	-$100K	0.23%	91
2020 Q4	$513K	Buy	+11,720	New	+$457K	0.49%	62

Other funds holding AVGO

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lumature Wealth Partners's AVGO Position: Q2 2023 in Review

Lumature Wealth Partners held its Broadcom (AVGO) position steady in Q2 2023 at 320 shares worth $27.8K. The position accounts for 0.02% of the portfolio, ranked #257.

Lumature Wealth Partners first reported a position in AVGO in Q4 2020 and has held it in 11 quarters since. The position peaked at $729K in Q4 2021. 2,388 funds tracked by Wall St. Rank hold AVGO as of Q2 2023.

Lumature Wealth Partners held 320 shares of Broadcom worth $27.8K as of Q2 2023.
Lumature Wealth Partners left its Broadcom share count unchanged in Q2 2023.
Broadcom made up 0.02% of Lumature Wealth Partners's portfolio in Q2 2023, its #257 holding.
Lumature Wealth Partners first reported a position in Broadcom in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's Broadcom position peaked at $729K in Q4 2021.
2,388 funds tracked by Wall St. Rank held Broadcom as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.