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Filbrandt Wealth Management’s Broadcom AVGO Stock Holding History

Filbrandt 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
2021
Q3 		$1K Buy
+20
New +$973 ﹤0.01% 200
2020
Q3 		– Sell
-110
Closed -$3K – 170
2020
Q2 		$3K Buy
110
+10
+10% +$280 ﹤0.01% 295
2020
Q1 		$2K Buy
+100
New +$2.82K ﹤0.01% 173

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Filbrandt Wealth Management's AVGO Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in Broadcom (AVGO) in Q3 2021: 20 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #200 among its holdings. This is a return to the name: Filbrandt Wealth Management previously reported a position in AVGO as recently as Q2 2020.

Filbrandt Wealth Management first reported a position in AVGO in Q1 2020 and has held it in 3 quarters since. The position peaked at $3K in Q2 2020. 1,754 funds tracked by Wall St. Rank hold AVGO as of Q3 2021.

  • Filbrandt Wealth Management held 20 shares of Broadcom worth $1K as of Q3 2021.
  • Broadcom was a new Filbrandt Wealth Management position in Q3 2021.
  • Broadcom made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #200 holding.
  • Filbrandt Wealth Management first reported a position in Broadcom in Q1 2020 and has held it in 3 quarters since.
  • Filbrandt Wealth Management's Broadcom position peaked at $3K in Q2 2020.
  • 1,754 funds tracked by Wall St. Rank held Broadcom as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.