Innovative Portfolios’s Broadcom AVGO Stock Holding History

Innovative Portfolios’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 Q4	$398K	Hold	5,980	–	–	0.93%	3
2021 Q3	$398K	Buy	+5,980	New	+$291K	0.93%	3

Other funds holding AVGO

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Innovative Portfolios's AVGO Position: Q4 2021 in Review

Innovative Portfolios held its Broadcom (AVGO) position steady in Q4 2021 at 5,980 shares worth $398K. The position accounts for 0.93% of the portfolio, ranked #3.

Innovative Portfolios first reported a position in AVGO in Q3 2021 and has held it in 2 quarters since. 2,026 funds tracked by Wall St. Rank hold AVGO as of Q4 2021.

Innovative Portfolios held 5,980 shares of Broadcom worth $398K as of Q4 2021.
Innovative Portfolios left its Broadcom share count unchanged in Q4 2021.
Broadcom made up 0.93% of Innovative Portfolios's portfolio in Q4 2021, its #3 holding.
Innovative Portfolios first reported a position in Broadcom in Q3 2021 and has held it in 2 quarters since.
2,026 funds tracked by Wall St. Rank held Broadcom as of Q4 2021.

Based on Innovative Portfolios's 13F filing for Q4 2021, filed 3 Feb 2022.