AWM
AVGO icon

Altavista Wealth Management’s Broadcom AVGO Stock Holding History

Altavista Wealth 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
Q4 		$6.48M Buy
97,330
+5,110
+6% +$287K 1.31% 24
2021
Q3 		$4.47M Buy
92,220
+320
+0.3% +$15.6K 0.99% 27
2021
Q2 		$4.38M Buy
91,900
+7,650
+9% +$354K 0.96% 28
2021
Q1 		$3.91M Buy
84,250
+1,330
+2% +$61.5K 0.95% 29
2020
Q4 		$3.63M Buy
82,920
+4,630
+6% +$180K 0.92% 32
2020
Q3 		$2.85M Buy
78,290
+8,010
+11% +$268K 0.78% 35
2020
Q2 		$2.22M Buy
70,280
+44,230
+170% +$1.24M 0.64% 40
2020
Q1 		$618K Buy
26,050
+12,800
+97% +$361K 0.21% 78
2019
Q4 		$419K Sell
13,250
-1,100
-8% -$33.4K 0.12% 114
2019
Q3 		$396K Buy
14,350
+950
+7% +$27K 0.12% 115
2019
Q2 		$386K Buy
+13,400
New +$391K 0.12% 110

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altavista Wealth Management's AVGO Position: Q4 2021 in Review

Altavista Wealth Management increased its Broadcom (AVGO) stake by 5.5% in Q4 2021, buying an estimated $287K and bringing the position to 97,330 shares worth $6.48M. The position accounts for 1.31% of the portfolio, ranked #24.

Altavista Wealth Management first reported a position in AVGO in Q2 2019 and has held it in 11 quarters since. 2,025 funds tracked by Wall St. Rank hold AVGO as of Q4 2021.

  • Altavista Wealth Management held 97,330 shares of Broadcom worth $6.48M as of Q4 2021.
  • Altavista Wealth Management bought 5,110 Broadcom shares in Q4 2021, an estimated $287K.
  • Broadcom made up 1.31% of Altavista Wealth Management's portfolio in Q4 2021, its #24 holding.
  • Altavista Wealth Management first reported a position in Broadcom in Q2 2019 and has held it in 11 quarters since.
  • 2,025 funds tracked by Wall St. Rank held Broadcom as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.