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Pinnacle Private Wealth’s Broadcom AVGO Stock Holding History

Pinnacle Private 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
Q2 		$257K Sell
5,290
-400
-7% -$22.5K 0.1% 223
2022
Q1 		$358K Sell
5,690
-3,010
-35% -$179K 0.11% 196
2021
Q4 		$579K Buy
+8,700
New +$489K 0.18% 131

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pinnacle Private Wealth's AVGO Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Broadcom (AVGO) stake by 7% in Q2 2022, selling an estimated $22.5K and leaving 5,290 shares worth $257K. The position accounts for 0.1% of the portfolio, ranked #223.

Pinnacle Private Wealth first reported a position in AVGO in Q4 2021 and has held it in 3 quarters since. The position peaked at $579K in Q4 2021. 1,999 funds tracked by Wall St. Rank hold AVGO as of Q2 2022.

  • Pinnacle Private Wealth held 5,290 shares of Broadcom worth $257K as of Q2 2022.
  • Pinnacle Private Wealth sold 400 Broadcom shares in Q2 2022, an estimated $22.5K.
  • Broadcom made up 0.1% of Pinnacle Private Wealth's portfolio in Q2 2022, its #223 holding.
  • Pinnacle Private Wealth first reported a position in Broadcom in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Broadcom position peaked at $579K in Q4 2021.
  • 1,999 funds tracked by Wall St. Rank held Broadcom as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.