Clear Perspective Advisors’s Broadcom AVGO Stock Holding History

Clear Perspective 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
2021 Q4	$793K	Buy	11,920 +950	+9%	+$53.4K	0.24%	68
2021 Q3	$532K	Sell	10,970 -180	-2%	-$8.75K	0.18%	86
2021 Q2	$532K	Buy	11,150 +1,980	+22%	+$91.7K	0.18%	83
2021 Q1	$425K	Sell	9,170 -620	-6%	-$28.7K	0.17%	98
2020 Q4	$429K	Buy	9,790 +1,690	+21%	+$65.9K	0.18%	97
2020 Q3	$240	Buy	8,100 +260	+3%	+$8.71K	0.11%	121
2020 Q2	$247K	Buy	+7,840	New	+$219K	0.13%	108
2018 Q3	–	Sell	-1,090	Closed	-$26K	–	161
2018 Q2	$26K	Hold	1,090	–	–	0.02%	295
2018 Q1	$26K	Hold	1,090	–	–	0.02%	285
2017 Q4	$28K	Hold	1,090	–	–	0.02%	267
2017 Q3	$26K	Hold	1,090	–	–	0.02%	270
2017 Q2	$25K	Hold	1,090	–	–	0.02%	270
2017 Q1	$24K	Hold	1,090	–	–	0.02%	258
2016 Q4	$19K	Buy	+1,090	New	+$18.9K	0.01%	269

Other funds holding AVGO

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Perspective Advisors's AVGO Position: Q4 2021 in Review

Clear Perspective Advisors increased its Broadcom (AVGO) stake by 8.7% in Q4 2021, buying an estimated $53.4K and bringing the position to 11,920 shares worth $793K. The position accounts for 0.24% of the portfolio, ranked #68.

Clear Perspective Advisors first reported a position in AVGO in Q4 2016 and has held it in 14 quarters since. 2,025 funds tracked by Wall St. Rank hold AVGO as of Q4 2021.

Clear Perspective Advisors held 11,920 shares of Broadcom worth $793K as of Q4 2021.
Clear Perspective Advisors bought 950 Broadcom shares in Q4 2021, an estimated $53.4K.
Broadcom made up 0.24% of Clear Perspective Advisors's portfolio in Q4 2021, its #68 holding.
Clear Perspective Advisors first reported a position in Broadcom in Q4 2016 and has held it in 14 quarters since.
2,025 funds tracked by Wall St. Rank held Broadcom as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.