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Riverpoint Wealth Management Holdings’s Broadcom AVGO Stock Holding History

Riverpoint Wealth Management Holdings’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
2021
Q4 		– Sell
-5,000
Closed -$243K – 46
2021
Q3 		$243K Sell
5,000
-1,620
-24% -$78.8K 0.09% 56
2021
Q2 		$316K Buy
+6,620
New +$307K 0.09% 73

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Riverpoint Wealth Management Holdings's AVGO Position: Q4 2021 in Review

Riverpoint Wealth Management Holdings sold out of Broadcom (AVGO) in Q4 2021, closing a stake of 5,000 shares — an estimated $243K sold.

Riverpoint Wealth Management Holdings first reported a position in AVGO in Q2 2021 and held it in 2 quarters. The position peaked at $316K in Q2 2021. 2,025 funds tracked by Wall St. Rank hold AVGO as of Q4 2021.

  • Riverpoint Wealth Management Holdings reported no remaining Broadcom position as of Q4 2021 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 5,000 Broadcom shares in Q4 2021, an estimated $243K.
  • Riverpoint Wealth Management Holdings first reported a position in Broadcom in Q2 2021 and held it in 2 quarters.
  • Riverpoint Wealth Management Holdings's Broadcom position peaked at $316K in Q2 2021.
  • 2,025 funds tracked by Wall St. Rank held Broadcom as of Q4 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q4 2021, filed 11 Feb 2022.