FMA Advisory’s Broadcom AVGO Stock Holding History

FMA Advisory’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	$2.02M	Buy	41,730 +30	+0.1%	+$1.46K	0.75%	47
2021 Q2	$1.99M	Sell	41,700 -1,670	-4%	-$77.4K	0.74%	50
2021 Q1	$2.01M	Buy	43,370 +2,100	+5%	+$97.1K	0.62%	62
2020 Q4	$1.81M	Buy	41,270 +1,710	+4%	+$66.7K	0.6%	57
2020 Q3	$1.44M	Buy	39,560 +3,390	+9%	+$114K	0.57%	59
2020 Q2	$1.14M	Buy	36,170 +18,870	+109%	+$528K	0.51%	66
2020 Q1	$410K	Buy	+17,300	New	+$487K	0.22%	107
2018 Q3	–	Sell	-40,890	Closed	-$992K	–	150
2018 Q2	$992K	Buy	40,890 +100	+0.2%	+$2.45K	0.47%	67
2018 Q1	$961K	Sell	40,790 -380	-0.9%	-$9.57K	0.47%	67
2017 Q4	$1.06M	Buy	+41,170	New	+$1.07M	0.5%	65
2017 Q2	–	Sell	-39,190	Closed	-$858K	–	113
2017 Q1	$858K	Buy	+39,190	New	+$807K	0.44%	68
2015 Q2	$532K	Buy	+40,040	New	+$525K	0.33%	74

Other funds holding AVGO

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FMA Advisory's AVGO Position: Q3 2021 in Review

FMA Advisory increased its Broadcom (AVGO) stake by 0.07% in Q3 2021, buying an estimated $1.46K and bringing the position to 41,730 shares worth $2.02M. The position accounts for 0.75% of the portfolio, ranked #47.

FMA Advisory first reported a position in AVGO in Q2 2015 and has held it in 12 quarters since. 1,754 funds tracked by Wall St. Rank hold AVGO as of Q3 2021.

FMA Advisory held 41,730 shares of Broadcom worth $2.02M as of Q3 2021.
FMA Advisory bought 30 Broadcom shares in Q3 2021, an estimated $1.46K.
Broadcom made up 0.75% of FMA Advisory's portfolio in Q3 2021, its #47 holding.
FMA Advisory first reported a position in Broadcom in Q2 2015 and has held it in 12 quarters since.
1,754 funds tracked by Wall St. Rank held Broadcom as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.