BA
AVGO icon

BKS Advisors’s Broadcom AVGO Stock Holding History

BKS 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
Q1 		– Sell
-257,610
Closed -$6.55M – 210
2018
Q4 		$6.55M Sell
257,610
-7,100
-3% -$168K 2.98% 1
2018
Q3 		$6.53M Buy
264,710
+3,690
+1% +$82.7K 2.4% 7
2018
Q2 		$6.33M Sell
261,020
-15,000
-5% -$368K 2.24% 7
2018
Q1 		$6.5M Sell
276,020
-17,510
-6% -$441K 2.37% 5
2017
Q4 		$7.54M Sell
293,530
-8,190
-3% -$213K 2.73% 2
2017
Q3 		$7.32M Sell
301,720
-2,500
-0.8% -$61.8K 2.84% 2
2017
Q2 		$7.09M Buy
304,220
+28,000
+10% +$650K 2.89% 2
2017
Q1 		$6.05M Sell
276,220
-2,250
-0.8% -$46.3K 2.65% 2
2016
Q4 		$4.92M Sell
278,470
-4,100
-1% -$71K 2.31% 5
2016
Q3 		$4.88M Buy
282,570
+190,970
+208% +$3.19M 2.25% 7
2016
Q2 		$1.42M Buy
+91,600
New +$1.4M 0.73% 46
2015
Q4 		– Sell
-245,710
Closed -$3.07M – 153
2015
Q3 		$3.07M Sell
245,710
-8,500
-3% -$107K 1.71% 19
2015
Q2 		$3.38M Buy
254,210
+2,500
+1% +$32.8K 1.61% 22
2015
Q1 		$3.2M Buy
+251,710
New +$2.89M 1.52% 20

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BKS Advisors's AVGO Position: Q1 2019 in Review

BKS Advisors sold out of Broadcom (AVGO) in Q1 2019, closing a stake of 257,610 shares — an estimated $6.55M sold.

BKS Advisors first reported a position in AVGO in Q1 2015 and held it in 14 quarters. The position peaked at $7.54M in Q4 2017. 1,223 funds tracked by Wall St. Rank hold AVGO as of Q1 2019.

  • BKS Advisors reported no remaining Broadcom position as of Q1 2019 after selling out during the quarter.
  • BKS Advisors sold 257,610 Broadcom shares in Q1 2019, an estimated $6.55M.
  • BKS Advisors first reported a position in Broadcom in Q1 2015 and held it in 14 quarters.
  • BKS Advisors's Broadcom position peaked at $7.54M in Q4 2017.
  • 1,223 funds tracked by Wall St. Rank held Broadcom as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.