Ownership history in Obermeyer Wealth Partners Β· 20 quarters on record
This page tracks every 13F SEC filing in which Obermeyer Wealth Partners reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Obermeyer Wealth Partners outperformed the S&P 500 by +41.7% annually on this AVGO position. Timing score: 62% (8/13 decisions correct). Average cost basis: $165.47. Maximum drawdown during holding period: β31.7%.
π₯ Exceptional β beat the S&P 500 by 41.7% per year on this position.
19 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 13 add/trim decisions correct
Best entry: $41.95 (2021 Q1) Β· Worst: $170.14 (2024 Q3)
πͺ Held through 2 major drawdowns (>20%).
8 adds Β· 6 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
π Obermeyer Wealth Partners has been actively increasing its AVGO allocation β a bullish signal from insiders.
Currently 3.05% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size