Advantage Investment Management’s Broadcom AVGO Stock Holding History

Advantage Investment Management’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
2019 Q3	$205K	Sell	7,430 -660	-8%	-$18.8K	0.16%	143
2019 Q2	$233K	Buy	8,090 +870	+12%	+$25.4K	0.18%	131
2019 Q1	$217K	Buy	7,220 +240	+3%	+$6.51K	0.17%	137
2018 Q4	$177K	Buy	6,980 +2,080	+42%	+$49.1K	0.13%	133
2018 Q3	$121K	Hold	4,900	–	–	0.08%	237
2018 Q2	$119K	Buy	+4,900	New	+$120K	0.09%	200
2018 Q1	–	Sell	-5,220	Closed	-$134K	–	1000
2017 Q4	$134K	Sell	5,220 -440	-8%	-$11.4K	0.04%	221
2017 Q3	$137K	Buy	5,660 +1,370	+32%	+$33.9K	0.04%	205
2017 Q2	$100K	Buy	4,290 +290	+7%	+$6.73K	0.03%	236
2017 Q1	$88K	Sell	4,000 -500	-11%	-$10.3K	0.03%	242
2016 Q4	$80K	Buy	+4,500	New	+$78K	0.03%	250
2015 Q4	–	Sell	-3,210	Closed	-$40K	–	864
2015 Q3	$40K	Buy	+3,210	New	+$40.6K	0.02%	348
2015 Q2	–	Sell	-1,500	Closed	-$19K	–	853
2015 Q1	$19K	Hold	1,500	–	–	0.01%	479
2014 Q4	$15K	Buy	+1,500	New	+$13.4K	0.01%	460

Other funds holding AVGO

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advantage Investment Management's AVGO Position: Q3 2019 in Review

Advantage Investment Management reduced its Broadcom (AVGO) stake by 8.2% in Q3 2019, selling an estimated $18.8K and leaving 7,430 shares worth $205K. The position accounts for 0.16% of the portfolio, ranked #143.

Advantage Investment Management first reported a position in AVGO in Q4 2014 and has held it in 14 quarters since. The position peaked at $233K in Q2 2019. 1,233 funds tracked by Wall St. Rank hold AVGO as of Q3 2019.

Advantage Investment Management held 7,430 shares of Broadcom worth $205K as of Q3 2019.
Advantage Investment Management sold 660 Broadcom shares in Q3 2019, an estimated $18.8K.
Broadcom made up 0.16% of Advantage Investment Management's portfolio in Q3 2019, its #143 holding.
Advantage Investment Management first reported a position in Broadcom in Q4 2014 and has held it in 14 quarters since.
Advantage Investment Management's Broadcom position peaked at $233K in Q2 2019.
1,233 funds tracked by Wall St. Rank held Broadcom as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.