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Gupta Wealth Management’s Broadcom AVGO Stock Holding History

Gupta Wealth 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
2016
Q1 		$73K Buy
4,730
+3,110
+192% +$42K 0.02% 380
2015
Q4 		$24K Sell
1,620
-8,560
-84% -$111K 0.01% 606
2015
Q3 		$127K Buy
+10,180
New +$129K 0.03% 310

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gupta Wealth Management's AVGO Position: Q1 2016 in Review

Gupta Wealth Management increased its Broadcom (AVGO) stake by 192% in Q1 2016, buying an estimated $42K and bringing the position to 4,730 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #380.

Gupta Wealth Management first reported a position in AVGO in Q3 2015 and has held it in 3 quarters since. The position peaked at $127K in Q3 2015. 702 funds tracked by Wall St. Rank hold AVGO as of Q1 2016.

  • Gupta Wealth Management held 4,730 shares of Broadcom worth $73K as of Q1 2016.
  • Gupta Wealth Management bought 3,110 Broadcom shares in Q1 2016, an estimated $42K.
  • Broadcom made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #380 holding.
  • Gupta Wealth Management first reported a position in Broadcom in Q3 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's Broadcom position peaked at $127K in Q3 2015.
  • 702 funds tracked by Wall St. Rank held Broadcom as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.