BCA
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Berman Capital Advisors’s Broadcom AVGO Stock Holding History

Berman Capital 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
Q3 		$749K Buy
15,450
+520
+3% +$25.3K 0.12% 95
2021
Q2 		$711K Buy
14,930
+3,150
+27% +$146K 0.11% 91
2021
Q1 		$545K Buy
11,780
+2,710
+30% +$125K 0.11% 93
2020
Q4 		$397K Buy
9,070
+580
+7% +$22.6K 0.1% 101
2020
Q3 		$308K Sell
8,490
-330
-4% -$11.1K 0.09% 98
2020
Q2 		$278K Buy
8,820
+2,710
+44% +$75.8K 0.07% 104
2020
Q1 		$144K Buy
6,110
+40
+0.7% +$1.13K 0.05% 153
2019
Q4 		$191K Hold
6,070
– – 0.06% 141
2019
Q3 		$167K Sell
6,070
-90
-1% -$2.56K 0.05% 149
2019
Q2 		$177K Buy
6,160
+300
+5% +$8.74K 0.06% 140
2019
Q1 		$176K Buy
5,860
+1,480
+34% +$40.1K 0.06% 135
2018
Q4 		$110K Buy
+4,380
New +$103K 0.04% 166

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

Berman Capital Advisors's AVGO Position: Q3 2021 in Review

Berman Capital Advisors increased its Broadcom (AVGO) stake by 3.5% in Q3 2021, buying an estimated $25.3K and bringing the position to 15,450 shares worth $749K. The position accounts for 0.12% of the portfolio, ranked #95.

Berman Capital Advisors first reported a position in AVGO in Q4 2018 and has held it in 12 quarters since. 1,755 funds tracked by Wall St. Rank hold AVGO as of Q3 2021.

  • Berman Capital Advisors held 15,450 shares of Broadcom worth $749K as of Q3 2021.
  • Berman Capital Advisors bought 520 Broadcom shares in Q3 2021, an estimated $25.3K.
  • Broadcom made up 0.12% of Berman Capital Advisors's portfolio in Q3 2021, its #95 holding.
  • Berman Capital Advisors first reported a position in Broadcom in Q4 2018 and has held it in 12 quarters since.
  • 1,755 funds tracked by Wall St. Rank held Broadcom as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.