First Western Capital Management’s Broadcom AVGO Stock Holding History

First Western Capital 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 Q1	–	Sell	-12,240	Closed	-$311K	–	27
2018 Q4	$311K	Sell	12,240 -6,100	-33%	-$144K	2.82%	21
2018 Q3	$452K	Sell	18,340 -1,260	-6%	-$28.3K	2.03%	24
2018 Q2	$475K	Buy	19,600 +760	+4%	+$18.6K	2.15%	27
2018 Q1	$444K	Sell	18,840 -3,000	-14%	-$75.5K	2.11%	23
2017 Q4	$561K	Hold	21,840	–	–	0.32%	58
2017 Q3	$530K	Sell	21,840 -2,360	-10%	-$58.4K	0.32%	58
2017 Q2	$564K	Sell	24,200 -6,460	-21%	-$150K	0.34%	63
2017 Q1	$671K	Sell	30,660 -32,600	-52%	-$671K	0.41%	61
2016 Q4	$1.12M	Sell	63,260 -198,500	-76%	-$3.44M	0.61%	52
2016 Q3	$4.52M	Buy	261,760 +2,220	+0.9%	+$37.1K	1.76%	15
2016 Q2	$4.03M	Sell	259,540 -82,810	-24%	-$1.26M	1.47%	23
2016 Q1	$5.29M	Buy	342,350 +4,410	+1%	+$59.6K	1.88%	14
2015 Q4	$4.91M	Buy	337,940 +5,440	+2%	+$70.7K	1.53%	14
2015 Q3	$4.16M	Buy	332,500 +27,600	+9%	+$349K	1.39%	18
2015 Q2	$4.05M	Sell	304,900 -52,110	-15%	-$683K	1.3%	17
2015 Q1	$4.53M	Sell	357,010 -25,180	-7%	-$289K	1.36%	20
2014 Q4	$3.84M	Sell	382,190 -35,500	-8%	-$317K	1.13%	32
2014 Q3	$3.63M	Sell	417,690 -8,970	-2%	-$70K	1.07%	34
2014 Q2	$3.08M	Sell	426,660 -3,400	-0.8%	-$22.8K	1.01%	37
2014 Q1	$2.77M	Sell	430,060 -44,390	-9%	-$260K	0.98%	34
2013 Q4	$2.51M	Buy	+474,450	New	+$2.18M	0.87%	40

Other funds holding AVGO

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 New York $5.7T 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 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return