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Swaine & Leidel Wealth Services’s Broadcom AVGO Stock Holding History

Swaine & Leidel Wealth Services’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
2020
Q2 		– Sell
-103,560
Closed -$2.46M – 53
2020
Q1 		$2.46M Buy
103,560
+12,860
+14% +$362K 2.55% 20
2019
Q4 		$2.87M Buy
90,700
+11,910
+15% +$362K 2.39% 25
2019
Q3 		$2.17M Buy
78,790
+8,280
+12% +$235K 1.97% 29
2019
Q2 		$2.03M Buy
+70,510
New +$2.05M 2.17% 24

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Swaine & Leidel Wealth Services's AVGO Position: Q2 2020 in Review

Swaine & Leidel Wealth Services sold out of Broadcom (AVGO) in Q2 2020, closing a stake of 103,560 shares — an estimated $2.46M sold.

Swaine & Leidel Wealth Services first reported a position in AVGO in Q2 2019 and held it in 4 quarters. The position peaked at $2.87M in Q4 2019. 1,387 funds tracked by Wall St. Rank hold AVGO as of Q2 2020.

  • Swaine & Leidel Wealth Services reported no remaining Broadcom position as of Q2 2020 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 103,560 Broadcom shares in Q2 2020, an estimated $2.46M.
  • Swaine & Leidel Wealth Services first reported a position in Broadcom in Q2 2019 and held it in 4 quarters.
  • Swaine & Leidel Wealth Services's Broadcom position peaked at $2.87M in Q4 2019.
  • 1,387 funds tracked by Wall St. Rank held Broadcom as of Q2 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q2 2020, filed 5 Aug 2020.