BAIA
AVGO icon

Bel Air Investment Advisors’s Broadcom AVGO Stock Holding History

Bel Air Investment 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
2021
Q2 		$1.17M Buy
24,530
+5,270
+27% +$244K 0.04% 173
2021
Q1 		$893K Buy
+19,260
New +$891K 0.03% 201

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

Bel Air Investment Advisors's AVGO Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Broadcom (AVGO) stake by 27% in Q2 2021, buying an estimated $244K and bringing the position to 24,530 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #173.

Bel Air Investment Advisors first reported a position in AVGO in Q1 2021 and has held it in 2 quarters since. 1,722 funds tracked by Wall St. Rank hold AVGO as of Q2 2021.

  • Bel Air Investment Advisors held 24,530 shares of Broadcom worth $1.17M as of Q2 2021.
  • Bel Air Investment Advisors bought 5,270 Broadcom shares in Q2 2021, an estimated $244K.
  • Broadcom made up 0.04% of Bel Air Investment Advisors's portfolio in Q2 2021, its #173 holding.
  • Bel Air Investment Advisors first reported a position in Broadcom in Q1 2021 and has held it in 2 quarters since.
  • 1,722 funds tracked by Wall St. Rank held Broadcom as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.