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Derby & Company’s Broadcom AVGO Stock Holding History

Derby & Company’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
Q3 		$521K Hold
10,740
– – 0.11% 54
2021
Q2 		$512K Hold
10,740
– – 0.11% 55
2021
Q1 		$498K Hold
10,740
– – 0.11% 53
2020
Q4 		$470K Hold
10,740
– – 0.12% 49
2020
Q3 		$391K Sell
10,740
-1,400
-12% -$46.9K 0.11% 50
2020
Q2 		$383K Buy
+12,140
New +$340K 0.12% 45

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Derby & Company's AVGO Position: Q3 2021 in Review

Derby & Company held its Broadcom (AVGO) position steady in Q3 2021 at 10,740 shares worth $521K. The position accounts for 0.11% of the portfolio, ranked #54.

Derby & Company first reported a position in AVGO in Q2 2020 and has held it in 6 quarters since. 1,757 funds tracked by Wall St. Rank hold AVGO as of Q3 2021.

  • Derby & Company held 10,740 shares of Broadcom worth $521K as of Q3 2021.
  • Derby & Company left its Broadcom share count unchanged in Q3 2021.
  • Broadcom made up 0.11% of Derby & Company's portfolio in Q3 2021, its #54 holding.
  • Derby & Company first reported a position in Broadcom in Q2 2020 and has held it in 6 quarters since.
  • 1,757 funds tracked by Wall St. Rank held Broadcom as of Q3 2021.

Based on Derby & Company's 13F filing for Q3 2021, filed 12 Nov 2021.