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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAMU

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

Burt Wealth Advisors's AVGO Position: Q2 2019 in Review

Burt Wealth Advisors sold out of Broadcom (AVGO) in Q2 2019, closing a stake of 30 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in AVGO in Q1 2016 and held it in 13 quarters. The position peaked at $1K in Q1 2019. 1,243 funds tracked by Wall St. Rank hold AVGO as of Q2 2019.

Burt Wealth Advisors reported no remaining Broadcom position as of Q2 2019 after selling out during the quarter.
Burt Wealth Advisors sold 30 Broadcom shares in Q2 2019, an estimated $1K.
Burt Wealth Advisors first reported a position in Broadcom in Q1 2016 and held it in 13 quarters.
Burt Wealth Advisors's Broadcom position peaked at $1K in Q1 2019.
1,243 funds tracked by Wall St. Rank held Broadcom as of Q2 2019.

Based on Burt Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.