FIAS
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FinTrust Investment Advisory Services’s Broadcom AVGO Stock Holding History

FinTrust Investment Advisory Services’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
Q1 		$317K Sell
13,450
-90
-0.7% -$2.27K 0.29% 68
2017
Q4 		$348K Buy
13,540
+3,240
+31% +$84.2K 0.31% 69
2017
Q3 		$250K Buy
+10,300
New +$255K 0.24% 88

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FinTrust Investment Advisory Services's AVGO Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its Broadcom (AVGO) stake by 0.66% in Q1 2018, selling an estimated $2.27K and leaving 13,450 shares worth $317K. The position accounts for 0.29% of the portfolio, ranked #68.

FinTrust Investment Advisory Services first reported a position in AVGO in Q3 2017 and has held it in 3 quarters since. The position peaked at $348K in Q4 2017. 939 funds tracked by Wall St. Rank hold AVGO as of Q1 2018.

  • FinTrust Investment Advisory Services held 13,450 shares of Broadcom worth $317K as of Q1 2018.
  • FinTrust Investment Advisory Services sold 90 Broadcom shares in Q1 2018, an estimated $2.27K.
  • Broadcom made up 0.29% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #68 holding.
  • FinTrust Investment Advisory Services first reported a position in Broadcom in Q3 2017 and has held it in 3 quarters since.
  • FinTrust Investment Advisory Services's Broadcom position peaked at $348K in Q4 2017.
  • 939 funds tracked by Wall St. Rank held Broadcom as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.