Gemmer Asset Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
– Sell
-1,750
Closed -$83K – 1276
2021
Q2
$83K Buy
1,750
+40
+2% +$1.85K 0.01% 195
2021
Q1
$79K Hold
1,710
– – 0.01% 188
2020
Q4
$75K Buy
1,710
+50
+3% +$1.95K 0.01% 173
2020
Q3
$60K Buy
1,660
+100
+6% +$3.35K 0.01% 181
2020
Q2
$49K Buy
1,560
+60
+4% +$1.68K 0.01% 200
2020
Q1
$36K Buy
1,500
+150
+11% +$4.23K 0.01% 217
2019
Q4
$43K Hold
1,350
– – 0.01% 218
2019
Q3
$37K Buy
1,350
+320
+31% +$9.1K 0.01% 241
2019
Q2
$30K Sell
1,030
-800
-44% -$23.3K 0.01% 273
2019
Q1
$55K Hold
1,830
– – 0.02% 183
2018
Q4
$47K Buy
1,830
+940
+106% +$22.2K 0.01% 182
2018
Q3
$22K Sell
890
-850
-49% -$19.1K 0.01% 359
2018
Q2
$42K Buy
1,740
+470
+37% +$11.5K 0.01% 206
2018
Q1
$30K Sell
1,270
-140
-10% -$3.52K 0.01% 276
2017
Q4
$36K Buy
1,410
+170
+14% +$4.42K 0.01% 245
2017
Q3
$30K Buy
1,240
+300
+32% +$7.42K 0.01% 261
2017
Q2
$22K Sell
940
-230
-20% -$5.34K 0.01% 332
2017
Q1
$26K Hold
1,170
– – 0.01% 273
2016
Q4
$21K Buy
1,170
+80
+7% +$1.39K 0.01% 308
2016
Q3
$19K Buy
1,090
+220
+25% +$3.68K 0.01% 341
2016
Q2
$14K Buy
870
+480
+123% +$7.31K 0.01% 416
2016
Q1
$6K Buy
390
+150
+63% +$2.03K ﹤0.01% 735
2015
Q4
$3K Buy
+240
New +$3.12K ﹤0.01% 963
2014
Q3
– Sell
-600
Closed -$4K – 1406
2014
Q2
$4K Buy
+600
New +$4.03K ﹤0.01% 962

Other funds holding AVGO

Gemmer Asset Management's AVGO Position: Q3 2021 in Review

Gemmer Asset Management sold out of Broadcom (AVGO) in Q3 2021, closing a stake of 1,750 shares — an estimated $83K sold.

Gemmer Asset Management first reported a position in AVGO in Q2 2014 and held it in 24 quarters. The position peaked at $83K in Q2 2021. 1,757 funds tracked by Wall St. Rank hold AVGO as of Q3 2021.

  • Gemmer Asset Management reported no remaining Broadcom position as of Q3 2021 after selling out during the quarter.
  • Gemmer Asset Management sold 1,750 Broadcom shares in Q3 2021, an estimated $83K.
  • Gemmer Asset Management first reported a position in Broadcom in Q2 2014 and held it in 24 quarters.
  • Gemmer Asset Management's Broadcom position peaked at $83K in Q2 2021.
  • 1,757 funds tracked by Wall St. Rank held Broadcom as of Q3 2021.

Based on Gemmer Asset Management's 13F filing for Q3 2021, filed 19 Oct 2021.