CS
AVGO icon

Credential Securities’s Broadcom AVGO Stock Holding History

Credential Securities’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
Q2 		$487K Sell
20,080
-11,520
-36% -$282K 0.11% 114
2018
Q1 		$745K Sell
31,600
-580
-2% -$14.6K 0.18% 91
2017
Q4 		$828K Sell
32,180
-230
-0.7% -$5.98K 0.2% 87
2017
Q3 		$786K Buy
32,410
+280
+0.9% +$6.92K 0.21% 93
2017
Q2 		$752K Sell
32,130
-790
-2% -$18.3K 0.23% 91
2017
Q1 		$721K Sell
32,920
-110
-0.3% -$2.27K 0.25% 96
2016
Q4 		$584K Buy
33,030
+8,280
+33% +$143K 0.23% 107
2016
Q3 		$427K Buy
24,750
+300
+1% +$5.02K 0.19% 124
2016
Q2 		$380K Buy
24,450
+10,630
+77% +$162K 0.2% 124
2016
Q1 		$214K Buy
13,820
+120
+0.9% +$1.62K 0.12% 152
2015
Q4 		$199K Buy
13,700
+560
+4% +$7.28K 0.13% 142
2015
Q3 		$164K Buy
+13,140
New +$166K 0.11% 138

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Credential Securities's AVGO Position: Q2 2018 in Review

Credential Securities reduced its Broadcom (AVGO) stake by 36% in Q2 2018, selling an estimated $282K and leaving 20,080 shares worth $487K. The position accounts for 0.11% of the portfolio, ranked #114.

Credential Securities first reported a position in AVGO in Q3 2015 and has held it in 12 quarters since. The position peaked at $828K in Q4 2017. 1,029 funds tracked by Wall St. Rank hold AVGO as of Q2 2018.

  • Credential Securities held 20,080 shares of Broadcom worth $487K as of Q2 2018.
  • Credential Securities sold 11,520 Broadcom shares in Q2 2018, an estimated $282K.
  • Broadcom made up 0.11% of Credential Securities's portfolio in Q2 2018, its #114 holding.
  • Credential Securities first reported a position in Broadcom in Q3 2015 and has held it in 12 quarters since.
  • Credential Securities's Broadcom position peaked at $828K in Q4 2017.
  • 1,029 funds tracked by Wall St. Rank held Broadcom as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.