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Beacon Pointe Wealth Advisors’s Broadcom AVGO Stock Holding History

Beacon Pointe Wealth Advisors’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
Q3 		– Sell
-7,020
Closed -$201K – 263
2019
Q2 		$201K Buy
+7,020
New +$205K 0.04% 254

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Wealth Advisors's AVGO Position: Q3 2019 in Review

Beacon Pointe Wealth Advisors sold out of Broadcom (AVGO) in Q3 2019, closing a stake of 7,020 shares — an estimated $201K sold.

Beacon Pointe Wealth Advisors first reported a position in AVGO in Q2 2019 and held it in 1 quarter. The position peaked at $201K in Q2 2019. 1,233 funds tracked by Wall St. Rank hold AVGO as of Q3 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Broadcom position as of Q3 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 7,020 Broadcom shares in Q3 2019, an estimated $201K.
  • Beacon Pointe Wealth Advisors first reported a position in Broadcom in Q2 2019 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's Broadcom position peaked at $201K in Q2 2019.
  • 1,233 funds tracked by Wall St. Rank held Broadcom as of Q3 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.