Minot Wealth Management’s Broadcom AVGO Stock Holding History

Minot 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 Q2	$6.71M	Sell	138,210 -2,690	-2%	-$151K	1.73%	12
2022 Q1	$8.87M	Buy	140,900 +680	+0.5%	+$40.4K	1.91%	11
2021 Q4	$9.33M	Buy	140,220 +1,980	+1%	+$111K	1.8%	12
2021 Q3	$6.7M	Buy	138,240 +2,940	+2%	+$143K	1.45%	18
2021 Q2	$6.55M	Buy	135,300 +13,330	+11%	+$618K	1.43%	19
2021 Q1	$5.66M	Buy	121,970 +2,830	+2%	+$131K	1.44%	17
2020 Q4	$5.22M	Buy	119,140 +16,710	+16%	+$651K	1.56%	17
2020 Q3	$3.73M	Buy	102,430 +8,490	+9%	+$284K	1.41%	21
2020 Q2	$2.96M	Buy	93,940 +26,300	+39%	+$736K	1.48%	26
2020 Q1	$1.6M	Buy	+67,640	New	+$1.91M	1.15%	30

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Minot Wealth Management's AVGO Position: Q2 2022 in Review

Minot Wealth Management reduced its Broadcom (AVGO) stake by 1.9% in Q2 2022, selling an estimated $151K and leaving 138,210 shares worth $6.71M. The position accounts for 1.73% of the portfolio, ranked #12.

Minot Wealth Management first reported a position in AVGO in Q1 2020 and has held it in 10 quarters since. The position peaked at $9.33M in Q4 2021. 1,999 funds tracked by Wall St. Rank hold AVGO as of Q2 2022.

Minot Wealth Management held 138,210 shares of Broadcom worth $6.71M as of Q2 2022.
Minot Wealth Management sold 2,690 Broadcom shares in Q2 2022, an estimated $151K.
Broadcom made up 1.73% of Minot Wealth Management's portfolio in Q2 2022, its #12 holding.
Minot Wealth Management first reported a position in Broadcom in Q1 2020 and has held it in 10 quarters since.
Minot Wealth Management's Broadcom position peaked at $9.33M in Q4 2021.
1,999 funds tracked by Wall St. Rank held Broadcom as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.