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Harvest Group Wealth Management’s Broadcom AVGO Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-80
Closed -$4K – 88
2020
Q4 		$4K Sell
80
-180
-69% -$7.02K ﹤0.01% 266
2020
Q3 		$9K Buy
260
+140
+117% +$4.69K 0.01% 228
2020
Q2 		$3K Buy
+120
New +$3.36K ﹤0.01% 270

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
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

Harvest Group Wealth Management's AVGO Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Broadcom (AVGO) in Q1 2021, closing a stake of 80 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in AVGO in Q2 2020 and held it in 3 quarters. The position peaked at $9K in Q3 2020. 1,691 funds tracked by Wall St. Rank hold AVGO as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Broadcom position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 80 Broadcom shares in Q1 2021, an estimated $4K.
  • Harvest Group Wealth Management first reported a position in Broadcom in Q2 2020 and held it in 3 quarters.
  • Harvest Group Wealth Management's Broadcom position peaked at $9K in Q3 2020.
  • 1,691 funds tracked by Wall St. Rank held Broadcom as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.