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Meristem Family Wealth’s Broadcom AVGO Stock Holding History

Meristem Family Wealth’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 		$763K Sell
12,120
-2,140
-15% -$127K 0.08% 145
2021
Q4 		$949K Hold
14,260
– – 0.08% 138
2021
Q3 		$692K Buy
14,260
+7,810
+121% +$380K 0.07% 177
2021
Q2 		$308K Buy
+6,450
New +$299K 0.05% 248

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

Meristem Family Wealth's AVGO Position: Q1 2022 in Review

Meristem Family Wealth reduced its Broadcom (AVGO) stake by 15% in Q1 2022, selling an estimated $127K and leaving 12,120 shares worth $763K. The position accounts for 0.08% of the portfolio, ranked #145.

Meristem Family Wealth first reported a position in AVGO in Q2 2021 and has held it in 4 quarters since. The position peaked at $949K in Q4 2021. 2,059 funds tracked by Wall St. Rank hold AVGO as of Q1 2022.

  • Meristem Family Wealth held 12,120 shares of Broadcom worth $763K as of Q1 2022.
  • Meristem Family Wealth sold 2,140 Broadcom shares in Q1 2022, an estimated $127K.
  • Broadcom made up 0.08% of Meristem Family Wealth's portfolio in Q1 2022, its #145 holding.
  • Meristem Family Wealth first reported a position in Broadcom in Q2 2021 and has held it in 4 quarters since.
  • Meristem Family Wealth's Broadcom position peaked at $949K in Q4 2021.
  • 2,059 funds tracked by Wall St. Rank held Broadcom as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.