CAZ Investments’s Broadcom AVGO Stock Holding History

CAZ Investments’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	–	Sell	-83,000	Closed	-$2.62M	–	37
2020 Q2	$2.62M	Buy	83,000 +74,000	+822%	+$2.07M	2.46%	12
2020 Q1	$213K	Buy	+9,000	New	+$254K	0.54%	32

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

CAZ Investments's AVGO Position: Q3 2020 in Review

CAZ Investments sold out of Broadcom (AVGO) in Q3 2020, closing a stake of 83,000 shares — an estimated $2.62M sold.

CAZ Investments first reported a position in AVGO in Q1 2020 and held it in 2 quarters. The position peaked at $2.62M in Q2 2020. 1,449 funds tracked by Wall St. Rank hold AVGO as of Q3 2020.

CAZ Investments reported no remaining Broadcom position as of Q3 2020 after selling out during the quarter.
CAZ Investments sold 83,000 Broadcom shares in Q3 2020, an estimated $2.62M.
CAZ Investments first reported a position in Broadcom in Q1 2020 and held it in 2 quarters.
CAZ Investments's Broadcom position peaked at $2.62M in Q2 2020.
1,449 funds tracked by Wall St. Rank held Broadcom as of Q3 2020.

Based on CAZ Investments's 13F filing for Q3 2020, filed 12 Nov 2020.