AWM
AVGO icon

Alterna Wealth Management’s Broadcom AVGO Stock Holding History

Alterna 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
2019
Q1 		– Sell
-33,950
Closed -$791K – 124
2018
Q4 		$791K Buy
+33,950
New +$801K 0.13% 120

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alterna Wealth Management's AVGO Position: Q1 2019 in Review

Alterna Wealth Management sold out of Broadcom (AVGO) in Q1 2019, closing a stake of 33,950 shares — an estimated $791K sold.

Alterna Wealth Management first reported a position in AVGO in Q4 2018 and held it in 1 quarter. The position peaked at $791K in Q4 2018. 1,223 funds tracked by Wall St. Rank hold AVGO as of Q1 2019.

  • Alterna Wealth Management reported no remaining Broadcom position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 33,950 Broadcom shares in Q1 2019, an estimated $791K.
  • Alterna Wealth Management first reported a position in Broadcom in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Broadcom position peaked at $791K in Q4 2018.
  • 1,223 funds tracked by Wall St. Rank held Broadcom as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.