Cascadia Advisory Services’s Broadcom AVGO Stock Holding History

Cascadia Advisory Services’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 Q3	$888K	Sell	18,300 -1,330	-7%	-$64.7K	0.18%	128
2021 Q2	$936K	Sell	19,630 -1,650	-8%	-$76.5K	0.2%	123
2021 Q1	$987K	Buy	+21,280	New	+$984K	0.22%	119
2020 Q3	$1.05M	Sell	28,750 -50,050	-64%	-$1.68M	0.29%	102
2020 Q2	$2.49M	Buy	+78,800	New	+$2.21M	0.76%	24
2019 Q4	$2.27M	Buy	+71,830	New	+$2.18M	0.64%	37

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cascadia Advisory Services's AVGO Position: Q3 2021 in Review

Cascadia Advisory Services reduced its Broadcom (AVGO) stake by 6.8% in Q3 2021, selling an estimated $64.7K and leaving 18,300 shares worth $888K. The position accounts for 0.18% of the portfolio, ranked #128.

Cascadia Advisory Services first reported a position in AVGO in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.49M in Q2 2020. 1,755 funds tracked by Wall St. Rank hold AVGO as of Q3 2021.

Cascadia Advisory Services held 18,300 shares of Broadcom worth $888K as of Q3 2021.
Cascadia Advisory Services sold 1,330 Broadcom shares in Q3 2021, an estimated $64.7K.
Broadcom made up 0.18% of Cascadia Advisory Services's portfolio in Q3 2021, its #128 holding.
Cascadia Advisory Services first reported a position in Broadcom in Q4 2019 and has held it in 6 quarters since.
Cascadia Advisory Services's Broadcom position peaked at $2.49M in Q2 2020.
1,755 funds tracked by Wall St. Rank held Broadcom as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.