IberiaBank’s Broadcom AVGO Stock Holding History

IberiaBank’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 Q2	$2.8M	Buy	88,690 +2,640	+3%	+$73.9K	0.33%	86
2020 Q1	$2.04M	Sell	86,050 -5,390	-6%	-$152K	0.27%	94
2019 Q4	$2.89M	Sell	91,440 -1,570	-2%	-$47.7K	0.3%	84
2019 Q3	$2.57M	Sell	93,010 -8,220	-8%	-$234K	0.3%	86
2019 Q2	$2.91M	Sell	101,230 -14,400	-12%	-$420K	0.32%	82
2019 Q1	$3.48M	Buy	115,630 +2,700	+2%	+$73.2K	0.4%	75
2018 Q4	$2.87M	Sell	112,930 -3,820	-3%	-$90.2K	0.37%	80
2018 Q3	$2.88M	Buy	+116,750	New	+$2.62M	0.36%	82
2018 Q2	–	Sell	-120,320	Closed	-$2.83M	–	211
2018 Q1	$2.83M	Buy	+120,320	New	+$3.03M	0.56%	63
2016 Q4	–	Sell	-11,650	Closed	-$201K	–	164
2016 Q3	$201K	Sell	11,650 -1,690	-13%	-$28.3K	0.09%	130
2016 Q2	$207K	Buy	+13,340	New	+$203K	0.09%	139
2016 Q1	–	Sell	-15,170	Closed	-$220K	–	151
2015 Q4	$220K	Buy	+15,170	New	+$197K	0.1%	146

Other funds holding AVGO

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IberiaBank's AVGO Position: Q2 2020 in Review

IberiaBank increased its Broadcom (AVGO) stake by 3.1% in Q2 2020, buying an estimated $73.9K and bringing the position to 88,690 shares worth $2.8M. The position accounts for 0.33% of the portfolio, ranked #86.

IberiaBank first reported a position in AVGO in Q4 2015 and has held it in 12 quarters since. The position peaked at $3.48M in Q1 2019. 1,388 funds tracked by Wall St. Rank hold AVGO as of Q2 2020.

IberiaBank held 88,690 shares of Broadcom worth $2.8M as of Q2 2020.
IberiaBank bought 2,640 Broadcom shares in Q2 2020, an estimated $73.9K.
Broadcom made up 0.33% of IberiaBank's portfolio in Q2 2020, its #86 holding.
IberiaBank first reported a position in Broadcom in Q4 2015 and has held it in 12 quarters since.
IberiaBank's Broadcom position peaked at $3.48M in Q1 2019.
1,388 funds tracked by Wall St. Rank held Broadcom as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.