HB
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Homrich & Berg’s Broadcom AVGO Stock Holding History

Homrich & Berg’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
Q3 		$974K Sell
20,090
-730
-4% -$35.5K 0.02% 222
2021
Q2 		$993K Buy
20,820
+3,620
+21% +$168K 0.02% 213
2021
Q1 		$798K Buy
17,200
+40
+0.2% +$1.85K 0.02% 225
2020
Q4 		$751K Sell
17,160
-30
-0.2% -$1.17K 0.02% 224
2020
Q3 		$626K Buy
17,190
+4,910
+40% +$164K 0.02% 209
2020
Q2 		$388K Buy
12,280
+2,440
+25% +$68.3K 0.02% 227
2020
Q1 		$233K Sell
9,840
-2,460
-20% -$69.3K 0.01% 260
2019
Q4 		$389K Buy
+12,300
New +$373K 0.02% 256
2018
Q3 		– Sell
-8,640
Closed -$210K – 324
2018
Q2 		$210K Buy
+8,640
New +$212K 0.02% 304
2017
Q4 		– Sell
-17,090
Closed -$415K – 343
2017
Q3 		$415K Buy
+17,090
New +$423K 0.03% 207
2016
Q2 		– Sell
-17,280
Closed -$267K – 263
2016
Q1 		$267K Buy
17,280
+720
+4% +$9.73K 0.03% 215
2015
Q4 		$240K Buy
16,560
+370
+2% +$4.81K 0.02% 227
2015
Q3 		$202K Buy
+16,190
New +$205K 0.02% 249

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

Homrich & Berg's AVGO Position: Q3 2021 in Review

Homrich & Berg reduced its Broadcom (AVGO) stake by 3.5% in Q3 2021, selling an estimated $35.5K and leaving 20,090 shares worth $974K. The position accounts for 0.02% of the portfolio, ranked #222.

Homrich & Berg first reported a position in AVGO in Q3 2015 and has held it in 13 quarters since. The position peaked at $993K in Q2 2021. 1,754 funds tracked by Wall St. Rank hold AVGO as of Q3 2021.

  • Homrich & Berg held 20,090 shares of Broadcom worth $974K as of Q3 2021.
  • Homrich & Berg sold 730 Broadcom shares in Q3 2021, an estimated $35.5K.
  • Broadcom made up 0.02% of Homrich & Berg's portfolio in Q3 2021, its #222 holding.
  • Homrich & Berg first reported a position in Broadcom in Q3 2015 and has held it in 13 quarters since.
  • Homrich & Berg's Broadcom position peaked at $993K in Q2 2021.
  • 1,754 funds tracked by Wall St. Rank held Broadcom as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.