Midwest Wealth Management’s Broadcom AVGO Stock Holding History

Midwest 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 Q1	$3.74M	Buy	59,420 +1,580	+3%	+$93.8K	2.27%	4
2021 Q4	$3.85M	Buy	57,840 +870	+2%	+$48.9K	2.41%	4
2021 Q3	$2.76M	Buy	56,970 +670	+1%	+$32.6K	1.9%	9
2021 Q2	$2.69M	Buy	56,300 +950	+2%	+$44K	1.92%	10
2021 Q1	$2.57M	Buy	55,350 +70	+0.1%	+$3.24K	2.08%	9
2020 Q4	$2.42M	Buy	+55,280	New	+$2.16M	2.21%	8

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Midwest Wealth Management's AVGO Position: Q1 2022 in Review

Midwest Wealth Management increased its Broadcom (AVGO) stake by 2.7% in Q1 2022, buying an estimated $93.8K and bringing the position to 59,420 shares worth $3.74M. The position accounts for 2.27% of the portfolio, ranked #4.

Midwest Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 6 quarters since. The position peaked at $3.85M in Q4 2021. 2,058 funds tracked by Wall St. Rank hold AVGO as of Q1 2022.

Midwest Wealth Management held 59,420 shares of Broadcom worth $3.74M as of Q1 2022.
Midwest Wealth Management bought 1,580 Broadcom shares in Q1 2022, an estimated $93.8K.
Broadcom made up 2.27% of Midwest Wealth Management's portfolio in Q1 2022, its #4 holding.
Midwest Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 6 quarters since.
Midwest Wealth Management's Broadcom position peaked at $3.85M in Q4 2021.
2,058 funds tracked by Wall St. Rank held Broadcom as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.