Strategic Wealth Management’s Broadcom AVGO Stock Holding History

Strategic 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
2021 Q4	$3.5M	Buy	52,560 +500	+1%	+$28.1K	1.73%	22
2021 Q3	$2.52M	Buy	52,060 +6,480	+14%	+$315K	1.31%	29
2021 Q2	$2.17M	Sell	45,580 -2,180	-5%	-$101K	1.17%	31
2021 Q1	$2.21M	Hold	47,760	–	–	1.33%	29
2020 Q4	$2.09M	Hold	47,760	–	–	1.28%	32
2020 Q3	$1.74M	Buy	+47,760	New	+$1.6M	1.3%	32
2015 Q3	–	Sell	-99,400	Closed	-$1.32M	–	13
2015 Q2	$1.32M	Hold	99,400	–	–	1.53%	18
2015 Q1	$1.26M	Sell	99,400 -6,000	-6%	-$68.8K	1.26%	18
2014 Q4	$1.06M	Sell	105,400 -27,710	-21%	-$248K	1.03%	19
2014 Q3	$1.16M	Buy	+133,110	New	+$1.04M	1.21%	19

Other funds holding AVGO

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Strategic Wealth Management's AVGO Position: Q4 2021 in Review

Strategic Wealth Management increased its Broadcom (AVGO) stake by 0.96% in Q4 2021, buying an estimated $28.1K and bringing the position to 52,560 shares worth $3.5M. The position accounts for 1.73% of the portfolio, ranked #22.

Strategic Wealth Management first reported a position in AVGO in Q3 2014 and has held it in 10 quarters since. 2,024 funds tracked by Wall St. Rank hold AVGO as of Q4 2021.

Strategic Wealth Management held 52,560 shares of Broadcom worth $3.5M as of Q4 2021.
Strategic Wealth Management bought 500 Broadcom shares in Q4 2021, an estimated $28.1K.
Broadcom made up 1.73% of Strategic Wealth Management's portfolio in Q4 2021, its #22 holding.
Strategic Wealth Management first reported a position in Broadcom in Q3 2014 and has held it in 10 quarters since.
2,024 funds tracked by Wall St. Rank held Broadcom as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.