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Carroll Financial Associates’s Broadcom AVGO Stock Holding History

Carroll Financial Associates’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 		$634K Buy
9,410
+2,690
+40% +$151K 0.03% 229
2021
Q3 		$325K Sell
6,720
-10
-0.1% -$486 0.02% 308
2021
Q2 		$320K Buy
6,730
+840
+14% +$38.9K 0.02% 317
2021
Q1 		$273K Buy
5,890
+120
+2% +$5.55K 0.02% 339
2020
Q4 		$252K Buy
5,770
+350
+6% +$13.6K 0.02% 323
2020
Q3 		$197K Buy
5,420
+30
+0.6% +$1K 0.02% 348
2020
Q2 		$170K Buy
5,390
+1,020
+23% +$28.5K 0.01% 362
2020
Q1 		$103K Sell
4,370
-5,670
-56% -$160K 0.01% 416
2019
Q4 		$317K Buy
10,040
+5,990
+148% +$182K 0.03% 275
2019
Q3 		$111K Sell
4,050
-1,050
-21% -$29.9K 0.01% 481
2019
Q2 		$146K Sell
5,100
-11,730
-70% -$342K 0.01% 416
2019
Q1 		$506K Buy
16,830
+13,100
+351% +$355K 0.05% 193
2018
Q4 		$88K Hold
3,730
– – 0.01% 394
2018
Q3 		$92K Hold
3,730
– – 0.01% 405
2018
Q2 		$90K Hold
3,730
– – 0.01% 403
2018
Q1 		$87K Hold
3,730
– – 0.01% 405
2017
Q4 		$95K Sell
3,730
-2,200
-37% -$57.2K 0.01% 385
2017
Q3 		$144K Buy
5,930
+2,200
+59% +$54.4K 0.02% 312
2017
Q2 		$86K Buy
3,730
+1,110
+42% +$25.8K 0.01% 405
2017
Q1 		$57K Buy
2,620
+1,300
+98% +$26.8K 0.01% 450
2016
Q4 		$23K Hold
1,320
– – ﹤0.01% 601
2016
Q3 		$22K Hold
1,320
– – ﹤0.01% 627
2016
Q2 		$20K Sell
1,320
-70
-5% -$1.07K ﹤0.01% 618
2016
Q1 		$21K Buy
+1,390
New +$18.8K ﹤0.01% 595
2013
Q4 		– Sell
-50,000
Closed -$215K – 798
2013
Q3 		$215K Hold
50,000
– – 0.08% 136
2013
Q2 		$186K Buy
+50,000
New +$174K 0.09% 121

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

Carroll Financial Associates's AVGO Position: Q4 2021 in Review

Carroll Financial Associates increased its Broadcom (AVGO) stake by 40% in Q4 2021, buying an estimated $151K and bringing the position to 9,410 shares worth $634K. The position accounts for 0.03% of the portfolio, ranked #229.

Carroll Financial Associates first reported a position in AVGO in Q2 2013 and has held it in 26 quarters since. 2,024 funds tracked by Wall St. Rank hold AVGO as of Q4 2021.

  • Carroll Financial Associates held 9,410 shares of Broadcom worth $634K as of Q4 2021.
  • Carroll Financial Associates bought 2,690 Broadcom shares in Q4 2021, an estimated $151K.
  • Broadcom made up 0.03% of Carroll Financial Associates's portfolio in Q4 2021, its #229 holding.
  • Carroll Financial Associates first reported a position in Broadcom in Q2 2013 and has held it in 26 quarters since.
  • 2,024 funds tracked by Wall St. Rank held Broadcom as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.