Blue Chip Wealth Management’s Broadcom AVGO Stock Holding History

Blue Chip Wealth Management’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
2020 Q3	$632K	Buy	17,340 +740	+4%	+$24.8K	0.5%	48
2020 Q2	$524K	Buy	16,600 +3,570	+27%	+$99.9K	0.5%	51
2020 Q1	$309K	Buy	13,030 +2,940	+29%	+$82.8K	0.38%	62
2019 Q4	$319K	Buy	+10,090	New	+$306K	0.3%	75

Other funds holding AVGO

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $5.72T AUM 30.48% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Blue Chip Wealth Management's AVGO Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Broadcom (AVGO) stake by 4.5% in Q3 2020, buying an estimated $24.8K and bringing the position to 17,340 shares worth $632K. The position accounts for 0.5% of the portfolio, ranked #48.

Blue Chip Wealth Management first reported a position in AVGO in Q4 2019 and has held it in 4 quarters since. 1,449 funds tracked by Wall St. Rank hold AVGO as of Q3 2020.

Blue Chip Wealth Management held 17,340 shares of Broadcom worth $632K as of Q3 2020.
Blue Chip Wealth Management bought 740 Broadcom shares in Q3 2020, an estimated $24.8K.
Broadcom made up 0.5% of Blue Chip Wealth Management's portfolio in Q3 2020, its #48 holding.
Blue Chip Wealth Management first reported a position in Broadcom in Q4 2019 and has held it in 4 quarters since.
1,449 funds tracked by Wall St. Rank held Broadcom as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.