Wealthstreet Investment Advisors’s Broadcom AVGO Stock Holding History

Wealthstreet Investment Advisors’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	$12K	Hold	190	–	–	0.32%	51
2021 Q4	$13K	Hold	190	–	–	0.32%	51
2021 Q3	$9K	Hold	190	–	–	0.25%	54
2021 Q2	$9K	Sell	190 -7,170	-97%	-$332K	0.05%	80
2021 Q1	$341K	Sell	7,360 -300	-4%	-$13.9K	0.03%	300
2020 Q4	$335K	Hold	7,660	–	–	0.03%	288
2020 Q3	$279K	Hold	7,660	–	–	0.03%	284
2020 Q2	$242K	Buy	+7,660	New	+$214K	0.03%	296
2018 Q1	–	Sell	-25,200	Closed	-$647K	–	341
2017 Q4	$647K	Buy	+25,200	New	+$655K	0.08%	199

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthstreet Investment Advisors's AVGO Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Broadcom (AVGO) position steady in Q1 2022 at 190 shares worth $12K. The position accounts for 0.32% of the portfolio, ranked #51.

Wealthstreet Investment Advisors first reported a position in AVGO in Q4 2017 and has held it in 9 quarters since. The position peaked at $647K in Q4 2017. 2,058 funds tracked by Wall St. Rank hold AVGO as of Q1 2022.

Wealthstreet Investment Advisors held 190 shares of Broadcom worth $12K as of Q1 2022.
Wealthstreet Investment Advisors left its Broadcom share count unchanged in Q1 2022.
Broadcom made up 0.32% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #51 holding.
Wealthstreet Investment Advisors first reported a position in Broadcom in Q4 2017 and has held it in 9 quarters since.
Wealthstreet Investment Advisors's Broadcom position peaked at $647K in Q4 2017.
2,058 funds tracked by Wall St. Rank held Broadcom as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.