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Fortis Advisors’s Broadcom AVGO Stock Holding History

Fortis Advisors’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
Q1 		– Sell
-6,000
Closed -$169K – 323
2019
Q4 		$190K Hold
6,000
– – 0.11% 128
2019
Q3 		$166K Hold
6,000
– – 0.08% 146
2019
Q2 		$173K Hold
6,000
– – 0.08% 136
2019
Q1 		$180K Hold
6,000
– – 0.09% 128
2018
Q4 		$153K Hold
6,000
– – 0.09% 130
2018
Q3 		$148K Buy
+6,000
New +$135K 0.08% 104

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Fortis Advisors's AVGO Position: Q1 2020 in Review

Fortis Advisors sold out of Broadcom (AVGO) in Q1 2020, closing a stake of 6,000 shares — an estimated $169K sold.

Fortis Advisors first reported a position in AVGO in Q3 2018 and held it in 6 quarters. The position peaked at $190K in Q4 2019. 1,297 funds tracked by Wall St. Rank hold AVGO as of Q1 2020.

  • Fortis Advisors reported no remaining Broadcom position as of Q1 2020 after selling out during the quarter.
  • Fortis Advisors sold 6,000 Broadcom shares in Q1 2020, an estimated $169K.
  • Fortis Advisors first reported a position in Broadcom in Q3 2018 and held it in 6 quarters.
  • Fortis Advisors's Broadcom position peaked at $190K in Q4 2019.
  • 1,297 funds tracked by Wall St. Rank held Broadcom as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.