AG
AVGO icon

Advisor Group’s Broadcom AVGO Stock Holding History

Advisor Group’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
Q4 		$10.9M Sell
344,340
-20,290
-6% -$616K 0.08% 230
2019
Q3 		$10.1M Sell
364,630
-17,390
-5% -$494K 0.07% 226
2019
Q2 		$11M Buy
382,020
+23,420
+7% +$683K 0.08% 204
2019
Q1 		$10.8M Buy
358,600
+76,390
+27% +$2.07M 0.09% 199
2018
Q4 		$7.18M Buy
282,210
+31,050
+12% +$733K 0.07% 231
2018
Q3 		$6.2M Buy
251,160
+105,690
+73% +$2.37M 0.06% 256
2018
Q2 		$3.53M Sell
145,470
-53,270
-27% -$1.31M 0.05% 342
2018
Q1 		$4.69M Sell
198,740
-42,550
-18% -$1.07M 0.06% 265
2017
Q4 		$6.2M Buy
241,290
+32,040
+15% +$833K 0.08% 215
2017
Q3 		$5.08M Sell
209,250
-64,920
-24% -$1.61M 0.08% 219
2017
Q2 		$6.39M Buy
274,170
+53,630
+24% +$1.24M 0.11% 186
2017
Q1 		$4.83M Buy
220,540
+40,000
+22% +$824K 0.1% 220
2016
Q4 		$3.19M Buy
180,540
+35,970
+25% +$623K 0.07% 284
2016
Q3 		$2.5M Sell
144,570
-11,870
-8% -$199K 0.06% 343
2016
Q2 		$2.43M Buy
+156,440
New +$2.38M 0.06% 324

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisor Group's AVGO Position: Q4 2019 in Review

Advisor Group reduced its Broadcom (AVGO) stake by 5.6% in Q4 2019, selling an estimated $616K and leaving 344,340 shares worth $10.9M. The position accounts for 0.08% of the portfolio, ranked #230.

Advisor Group first reported a position in AVGO in Q2 2016 and has held it in 15 quarters since. The position peaked at $11M in Q2 2019. 1,353 funds tracked by Wall St. Rank hold AVGO as of Q4 2019.

  • Advisor Group held 344,340 shares of Broadcom worth $10.9M as of Q4 2019.
  • Advisor Group sold 20,290 Broadcom shares in Q4 2019, an estimated $616K.
  • Broadcom made up 0.08% of Advisor Group's portfolio in Q4 2019, its #230 holding.
  • Advisor Group first reported a position in Broadcom in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Broadcom position peaked at $11M in Q2 2019.
  • 1,353 funds tracked by Wall St. Rank held Broadcom as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.