Burt Wealth Advisors’s Broadcom AVGO Stock Holding History

Burt Wealth 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 Q2	–	Sell	-30	Closed	-$1K	–	341
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	342
2018 Q4	$1K	Hold	30	–	–	﹤0.01%	339
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	368
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	354
2018 Q1	$1K	Hold	30	–	–	﹤0.01%	360
2017 Q4	$1K	Hold	30	–	–	﹤0.01%	355
2017 Q3	$1K	Hold	30	–	–	﹤0.01%	335
2017 Q2	$1K	Hold	30	–	–	﹤0.01%	377
2017 Q1	$1K	Hold	30	–	–	﹤0.01%	333
2016 Q4	$1K	Hold	30	–	–	﹤0.01%	361
2016 Q3	$1K	Hold	30	–	–	﹤0.01%	359
2016 Q2	$1K	Hold	30	–	–	﹤0.01%	372
2016 Q1	$1K	Buy	+30	New	+$406	﹤0.01%	476

Other funds holding AVGO

Capital World Investors

Capital World Investors Los Angeles, California $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

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

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

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

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return