AWS
AVGO icon

Aris Wealth Services’s Broadcom AVGO Stock Holding History

Aris Wealth Services’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
2015
Q3 		$7K Hold
580
– – 0.01% 252
2015
Q2 		$8K Hold
580
– – 0.01% 388
2015
Q1 		$7K Buy
+580
New +$6.65K 0.01% 391

Other funds holding AVGO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aris Wealth Services's AVGO Position: Q3 2015 in Review

Aris Wealth Services held its Broadcom (AVGO) position steady in Q3 2015 at 580 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #252.

Aris Wealth Services first reported a position in AVGO in Q1 2015 and has held it in 3 quarters since. The position peaked at $8K in Q2 2015. 599 funds tracked by Wall St. Rank hold AVGO as of Q3 2015.

  • Aris Wealth Services held 580 shares of Broadcom worth $7K as of Q3 2015.
  • Aris Wealth Services left its Broadcom share count unchanged in Q3 2015.
  • Broadcom made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #252 holding.
  • Aris Wealth Services first reported a position in Broadcom in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Broadcom position peaked at $8K in Q2 2015.
  • 599 funds tracked by Wall St. Rank held Broadcom as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.