Clarfeld Financial Advisors’s Broadcom AVGO Stock Holding History

Clarfeld Financial 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
2018 Q4	$42K	Buy	+1,640	New	+$38.7K	0.03%	109

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Clarfeld Financial Advisors's AVGO Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Broadcom (AVGO) in Q4 2018: 1,640 shares worth $42K. The stake represents 0.03% of the portfolio and ranks #109 among its holdings.

1,129 funds tracked by Wall St. Rank hold AVGO as of Q4 2018.

Clarfeld Financial Advisors held 1,640 shares of Broadcom worth $42K as of Q4 2018.
Broadcom was a new Clarfeld Financial Advisors position in Q4 2018.
Broadcom made up 0.03% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #109 holding.
1,129 funds tracked by Wall St. Rank held Broadcom as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.