BPB
AVGO icon

Badgley, Phelps & Bell’s Broadcom AVGO Stock Holding History

Badgley, Phelps & Bell’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
Q2 		$333K Buy
6,980
+120
+2% +$5.56K 0.01% 184
2021
Q1 		$318K Sell
6,860
-1,700
-20% -$78.6K 0.01% 182
2020
Q4 		$375K Buy
8,560
+150
+2% +$5.85K 0.02% 170
2020
Q3 		$306K Buy
+8,410
New +$282K 0.02% 173
2020
Q1 		– Sell
-337,790
Closed -$10.7M – 180
2019
Q4 		$10.7M Buy
337,790
+5,710
+2% +$173K 0.56% 76
2019
Q3 		$9.17M Buy
332,080
+8,040
+2% +$229K 0.52% 79
2019
Q2 		$9.33M Sell
324,040
-3,580
-1% -$104K 0.54% 75
2019
Q1 		$9.85M Sell
327,620
-115,710
-26% -$3.14M 0.6% 73
2018
Q4 		$11.3M Buy
443,330
+4,690
+1% +$111K 0.81% 51
2018
Q3 		$10.8M Sell
438,640
-16,300
-4% -$366K 0.66% 63
2018
Q2 		$11M Sell
454,940
-1,410
-0.3% -$34.6K 0.72% 57
2018
Q1 		$10.8M Sell
456,350
-157,400
-26% -$3.96M 0.72% 61
2017
Q4 		$15.8M Sell
613,750
-15,410
-2% -$401K 1.08% 18
2017
Q3 		$15.3M Buy
629,160
+7,930
+1% +$196K 1.13% 16
2017
Q2 		$14.5M Buy
621,230
+7,490
+1% +$174K 1.13% 16
2017
Q1 		$13.4M Buy
613,740
+13,740
+2% +$283K 1.09% 16
2016
Q4 		$10.6M Buy
600,000
+4,270
+0.7% +$74K 0.92% 36
2016
Q3 		$10.3M Buy
595,730
+192,050
+48% +$3.21M 0.9% 31
2016
Q2 		$6.27M Buy
+403,680
New +$6.15M 0.57% 82

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Badgley, Phelps & Bell's AVGO Position: Q2 2021 in Review

Badgley, Phelps & Bell increased its Broadcom (AVGO) stake by 1.7% in Q2 2021, buying an estimated $5.56K and bringing the position to 6,980 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #184.

Badgley, Phelps & Bell first reported a position in AVGO in Q2 2016 and has held it in 19 quarters since. The position peaked at $15.8M in Q4 2017. 1,723 funds tracked by Wall St. Rank hold AVGO as of Q2 2021.

  • Badgley, Phelps & Bell held 6,980 shares of Broadcom worth $333K as of Q2 2021.
  • Badgley, Phelps & Bell bought 120 Broadcom shares in Q2 2021, an estimated $5.56K.
  • Broadcom made up 0.01% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #184 holding.
  • Badgley, Phelps & Bell first reported a position in Broadcom in Q2 2016 and has held it in 19 quarters since.
  • Badgley, Phelps & Bell's Broadcom position peaked at $15.8M in Q4 2017.
  • 1,723 funds tracked by Wall St. Rank held Broadcom as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.