Strategic Wealth Partners Group’s Broadcom AVGO Stock Holding History

Strategic Wealth Partners Group’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	–	Sell	-28,210	Closed	-$1.88M	–	57
2021 Q4	$1.88M	Buy	28,210 +840	+3%	+$47.2K	0.33%	26
2021 Q3	$1.33M	Buy	+27,370	New	+$1.33M	0.25%	28
2021 Q1	$1.14M	Sell	24,660 -690	-3%	-$31.9K	0.23%	28
2020 Q4	$1.11M	Buy	25,350 +720	+3%	+$28.1K	0.24%	27
2020 Q3	$898K	Sell	24,630 -1,080	-4%	-$36.2K	0.22%	26
2020 Q2	$812K	Sell	25,710 -3,360	-12%	-$94K	0.2%	30
2020 Q1	$689K	Buy	+29,070	New	+$819K	0.2%	32

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

Strategic Wealth Partners Group's AVGO Position: Q1 2022 in Review

Strategic Wealth Partners Group sold out of Broadcom (AVGO) in Q1 2022, closing a stake of 28,210 shares — an estimated $1.88M sold.

Strategic Wealth Partners Group first reported a position in AVGO in Q1 2020 and held it in 7 quarters. The position peaked at $1.88M in Q4 2021. 2,058 funds tracked by Wall St. Rank hold AVGO as of Q1 2022.

Strategic Wealth Partners Group reported no remaining Broadcom position as of Q1 2022 after selling out during the quarter.
Strategic Wealth Partners Group sold 28,210 Broadcom shares in Q1 2022, an estimated $1.88M.
Strategic Wealth Partners Group first reported a position in Broadcom in Q1 2020 and held it in 7 quarters.
Strategic Wealth Partners Group's Broadcom position peaked at $1.88M in Q4 2021.
2,058 funds tracked by Wall St. Rank held Broadcom as of Q1 2022.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2022, filed 12 May 2022.