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Alethea Capital Management’s Broadcom AVGO Stock Holding History

Alethea Capital 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
2021
Q3 		– Sell
-35,530
Closed -$1.69M – 83
2021
Q2 		$1.69M Buy
+35,530
New +$1.65M 1.07% 6
2017
Q1 		– Sell
-1,000
Closed -$18K – 75
2016
Q4 		$18K Buy
+1,000
New +$17.3K 0.02% 72

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alethea Capital Management's AVGO Position: Q3 2021 in Review

Alethea Capital Management sold out of Broadcom (AVGO) in Q3 2021, closing a stake of 35,530 shares — an estimated $1.69M sold.

Alethea Capital Management first reported a position in AVGO in Q4 2016 and held it in 2 quarters. The position peaked at $1.69M in Q2 2021. 1,757 funds tracked by Wall St. Rank hold AVGO as of Q3 2021.

  • Alethea Capital Management reported no remaining Broadcom position as of Q3 2021 after selling out during the quarter.
  • Alethea Capital Management sold 35,530 Broadcom shares in Q3 2021, an estimated $1.69M.
  • Alethea Capital Management first reported a position in Broadcom in Q4 2016 and held it in 2 quarters.
  • Alethea Capital Management's Broadcom position peaked at $1.69M in Q2 2021.
  • 1,757 funds tracked by Wall St. Rank held Broadcom as of Q3 2021.

Based on Alethea Capital Management's 13F filing for Q3 2021, filed 27 Oct 2021.