BCA
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Biltmore Capital Advisors’s Broadcom AVGO Stock Holding History

Biltmore 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
Q4 		$330K Sell
4,960
-990
-17% -$55.6K 0.06% 106
2021
Q3 		$288K Sell
5,950
-750
-11% -$36.5K 0.05% 118
2021
Q2 		$320K Buy
6,700
+1,090
+19% +$50.5K 0.06% 94
2021
Q1 		$260K Buy
5,610
+530
+10% +$24.5K 0.06% 107
2020
Q4 		$222K Buy
+5,080
New +$198K 0.06% 95

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

Biltmore Capital Advisors's AVGO Position: Q4 2021 in Review

Biltmore Capital Advisors reduced its Broadcom (AVGO) stake by 17% in Q4 2021, selling an estimated $55.6K and leaving 4,960 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #106.

Biltmore Capital Advisors first reported a position in AVGO in Q4 2020 and has held it in 5 quarters since. 2,024 funds tracked by Wall St. Rank hold AVGO as of Q4 2021.

  • Biltmore Capital Advisors held 4,960 shares of Broadcom worth $330K as of Q4 2021.
  • Biltmore Capital Advisors sold 990 Broadcom shares in Q4 2021, an estimated $55.6K.
  • Broadcom made up 0.06% of Biltmore Capital Advisors's portfolio in Q4 2021, its #106 holding.
  • Biltmore Capital Advisors first reported a position in Broadcom in Q4 2020 and has held it in 5 quarters since.
  • 2,024 funds tracked by Wall St. Rank held Broadcom as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.