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Doyle Wealth Management’s Broadcom AVGO Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-1,470
Closed -$42K – 237
2019
Q2 		$42K Buy
+1,470
New +$42.8K 0.01% 394
2019
Q1 		– Sell
-4,150
Closed -$105K – 228
2018
Q4 		$105K Buy
+4,150
New +$97.9K 0.02% 238

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doyle Wealth Management's AVGO Position: Q3 2019 in Review

Doyle Wealth Management sold out of Broadcom (AVGO) in Q3 2019, closing a stake of 1,470 shares — an estimated $42K sold.

Doyle Wealth Management first reported a position in AVGO in Q4 2018 and held it in 2 quarters. The position peaked at $105K in Q4 2018. 1,233 funds tracked by Wall St. Rank hold AVGO as of Q3 2019.

  • Doyle Wealth Management reported no remaining Broadcom position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,470 Broadcom shares in Q3 2019, an estimated $42K.
  • Doyle Wealth Management first reported a position in Broadcom in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Broadcom position peaked at $105K in Q4 2018.
  • 1,233 funds tracked by Wall St. Rank held Broadcom as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.