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Johanson Financial Advisors’s Broadcom AVGO Stock Holding History

Johanson Financial Advisors’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 		$497K Buy
7,460
+500
+7% +$28.1K 0.15% 87
2021
Q3 		$337K Buy
6,960
+40
+0.6% +$1.95K 0.12% 95
2021
Q2 		$330K Buy
6,920
+1,170
+20% +$54.2K 0.11% 94
2021
Q1 		$274K Buy
+5,750
New +$266K 0.1% 95
2020
Q1 		– Sell
-317,850
Closed -$101K – 108
2019
Q4 		$101K Buy
+317,850
New +$9.65M ﹤0.01% 261

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

Johanson Financial Advisors's AVGO Position: Q4 2021 in Review

Johanson Financial Advisors increased its Broadcom (AVGO) stake by 7.2% in Q4 2021, buying an estimated $28.1K and bringing the position to 7,460 shares worth $497K. The position accounts for 0.15% of the portfolio, ranked #87.

Johanson Financial Advisors first reported a position in AVGO in Q4 2019 and has held it in 5 quarters since. 2,024 funds tracked by Wall St. Rank hold AVGO as of Q4 2021.

  • Johanson Financial Advisors held 7,460 shares of Broadcom worth $497K as of Q4 2021.
  • Johanson Financial Advisors bought 500 Broadcom shares in Q4 2021, an estimated $28.1K.
  • Broadcom made up 0.15% of Johanson Financial Advisors's portfolio in Q4 2021, its #87 holding.
  • Johanson Financial Advisors first reported a position in Broadcom in Q4 2019 and has held it in 5 quarters since.
  • 2,024 funds tracked by Wall St. Rank held Broadcom as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.