First Allied Advisory Services’s Broadcom AVGO Stock Holding History

First Allied 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
2020 Q3	$3.02M	Sell	82,850 -2,630	-3%	-$88.1K	0.1%	211
2020 Q2	$2.7M	Buy	85,480 +6,310	+8%	+$177K	0.1%	217
2020 Q1	$1.88M	Buy	79,170 +7,760	+11%	+$219K	0.08%	255
2019 Q4	$2.27M	Sell	71,410 -18,760	-21%	-$570K	0.08%	291
2019 Q3	$2.5M	Buy	90,170 +450	+0.5%	+$12.8K	0.09%	254
2019 Q2	$2.58M	Buy	89,720 +10,570	+13%	+$308K	0.09%	253
2019 Q1	$2.41M	Sell	79,150 -360	-0.5%	-$9.76K	0.08%	260
2018 Q4	$2.03M	Sell	79,510 -2,610	-3%	-$61.6K	0.08%	262
2018 Q3	$2M	Buy	82,120 +7,520	+10%	+$169K	0.07%	299
2018 Q2	$1.8M	Buy	+74,600	New	+$1.83M	0.07%	308
2018 Q1	–	Sell	-49,930	Closed	-$1.29M	–	1184
2017 Q4	$1.29M	Buy	49,930 +300	+0.6%	+$7.8K	0.05%	388
2017 Q3	$1.19M	Sell	49,630 -6,880	-12%	-$170K	0.05%	368
2017 Q2	$1.32M	Buy	56,510 +3,330	+6%	+$77.3K	0.06%	341
2017 Q1	$1.16M	Buy	53,180 +5,380	+11%	+$111K	0.06%	328
2016 Q4	$845K	Sell	47,800 -22,470	-32%	-$389K	0.04%	437
2016 Q3	$1.21M	Sell	70,270 -13,490	-16%	-$226K	0.06%	319
2016 Q2	$1.3M	Buy	83,760 +1,260	+2%	+$19.2K	0.07%	285
2016 Q1	$1.27M	Buy	82,500 +60,700	+278%	+$821K	0.07%	287
2015 Q4	$310K	Buy	21,800 +3,510	+19%	+$45.6K	0.02%	755
2015 Q3	$234K	Buy	+18,290	New	+$231K	0.01%	847

Other funds holding AVGO

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Allied Advisory Services's AVGO Position: Q3 2020 in Review

First Allied Advisory Services reduced its Broadcom (AVGO) stake by 3.1% in Q3 2020, selling an estimated $88.1K and leaving 82,850 shares worth $3.02M. The position accounts for 0.1% of the portfolio, ranked #211.

First Allied Advisory Services first reported a position in AVGO in Q3 2015 and has held it in 20 quarters since. 1,449 funds tracked by Wall St. Rank hold AVGO as of Q3 2020.

First Allied Advisory Services held 82,850 shares of Broadcom worth $3.02M as of Q3 2020.
First Allied Advisory Services sold 2,630 Broadcom shares in Q3 2020, an estimated $88.1K.
Broadcom made up 0.1% of First Allied Advisory Services's portfolio in Q3 2020, its #211 holding.
First Allied Advisory Services first reported a position in Broadcom in Q3 2015 and has held it in 20 quarters since.
1,449 funds tracked by Wall St. Rank held Broadcom as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.