CWA
AVGO icon

Constellation Wealth Advisors’s Broadcom AVGO Stock Holding History

Constellation Wealth 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
2015
Q3 		– Sell
-177,680
Closed -$2.36M – 90
2015
Q2 		$2.36M Buy
177,680
+17,380
+11% +$228K 0.2% 79
2015
Q1 		$2.04M Buy
160,300
+38,670
+32% +$443K 0.18% 88
2014
Q4 		$1.22M Buy
121,630
+31,470
+35% +$281K 0.1% 97
2014
Q3 		$784K Buy
90,160
+58,900
+188% +$460K 0.07% 106
2014
Q2 		$225K Buy
+31,260
New +$210K 0.03% 175

Other funds holding AVGO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Constellation Wealth Advisors's AVGO Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of Broadcom (AVGO) in Q3 2015, closing a stake of 177,680 shares — an estimated $2.36M sold.

Constellation Wealth Advisors first reported a position in AVGO in Q2 2014 and held it in 5 quarters. The position peaked at $2.36M in Q2 2015. 599 funds tracked by Wall St. Rank hold AVGO as of Q3 2015.

  • Constellation Wealth Advisors reported no remaining Broadcom position as of Q3 2015 after selling out during the quarter.
  • Constellation Wealth Advisors sold 177,680 Broadcom shares in Q3 2015, an estimated $2.36M.
  • Constellation Wealth Advisors first reported a position in Broadcom in Q2 2014 and held it in 5 quarters.
  • Constellation Wealth Advisors's Broadcom position peaked at $2.36M in Q2 2015.
  • 599 funds tracked by Wall St. Rank held Broadcom as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.