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FormulaFolio Investments’s Broadcom AVGO Stock Holding History

FormulaFolio Investments’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
Q2 		$1K Hold
20
– – ﹤0.01% 453
2021
Q1 		$1K Sell
20
-23,010
-100% -$1.06M ﹤0.01% 423
2020
Q4 		$1.01M Buy
23,030
+16,410
+248% +$640K 0.02% 318
2020
Q3 		$241K Buy
+6,620
New +$222K 0.01% 276

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

FormulaFolio Investments's AVGO Position: Q2 2021 in Review

FormulaFolio Investments held its Broadcom (AVGO) position steady in Q2 2021 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

FormulaFolio Investments first reported a position in AVGO in Q3 2020 and has held it in 4 quarters since. The position peaked at $1.01M in Q4 2020. 1,722 funds tracked by Wall St. Rank hold AVGO as of Q2 2021.

  • FormulaFolio Investments held 20 shares of Broadcom worth $1K as of Q2 2021.
  • FormulaFolio Investments left its Broadcom share count unchanged in Q2 2021.
  • Broadcom made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #453 holding.
  • FormulaFolio Investments first reported a position in Broadcom in Q3 2020 and has held it in 4 quarters since.
  • FormulaFolio Investments's Broadcom position peaked at $1.01M in Q4 2020.
  • 1,722 funds tracked by Wall St. Rank held Broadcom as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.