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BRC
Bell Rock Capital’s
Broadcom
AVGO
Stock Holding History
Bell Rock Capital’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
Q2
–
Sell
-5,310
Closed
-$159K
–
380
2019
Q1
$159K
Hold
5,310
–
–
0.09%
143
2018
Q4
$135K
Sell
5,310
-2,990
-36%
-$70.6K
0.09%
143
2018
Q3
$205K
Buy
8,300
+60
+0.7%
+$1.34K
0.1%
128
2018
Q2
$200K
Buy
8,240
+60
+0.7%
+$1.47K
0.1%
133
2018
Q1
$193K
Sell
8,180
-7,950
-49%
-$200K
0.1%
130
2017
Q4
$414K
Sell
16,130
-21,960
-58%
-$571K
0.22%
81
2017
Q3
$924K
Buy
38,090
+28,040
+279%
+$693K
0.53%
57
2017
Q2
$234K
Buy
10,050
+50
+0.5%
+$1.16K
0.14%
107
2017
Q1
$219K
Hold
10,000
–
–
0.2%
79
2016
Q4
$177K
Buy
+10,000
New
+$173K
0.19%
84
Other funds holding AVGO
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$733B AUM
35.63%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
AAMU
Amundi Asset Management US
Boston, Massachusetts
$131B AUM
73.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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