SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / AVGO

Swaine & Leidel Wealth Services, LLC’s Broadcom Inc Position

Does Swaine & Leidel Wealth Services, LLC own Broadcom Inc (AVGO)? Not currently — the last reported position was 10.4K shares worth $2M in Q1 2020; the fund’s latest 13F (Q1 2022) no longer reports it.

Position Value
$2M
Q1 2020
Shares
10.4K
% of Portfolio
+2.55%
Quarters Held
4
position exited

Position History AVGO

Reported value by quarter
Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ3 ’19Q4 ’19: $3MQ4 ’19Q1 ’20: $2MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202010.4K$2M+2.55%
Q4 20199.1K$3M+2.39%
Q3 20197.9K$2M+1.97%
Q2 20197.1K$2M+2.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Swaine & Leidel Wealth Services, LLC’s full portfolio or all institutional holders of AVGO.