Kaizen Advisory’s Broadcom AVGO Stock Holding History

Kaizen Advisory’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
2018 Q4	$294K	Buy	11,550 +1,270	+12%	+$30K	0.2%	140
2018 Q3	$254K	Hold	10,280	–	–	0.13%	149
2018 Q2	$249K	Buy	10,280 +6,390	+164%	+$157K	0.13%	148
2018 Q1	$92K	Hold	3,890	–	–	0.09%	133
2017 Q4	$100K	Buy	+3,890	New	+$101K	0.06%	139

Other funds holding AVGO

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Kaizen Advisory's AVGO Position: Q4 2018 in Review

Kaizen Advisory increased its Broadcom (AVGO) stake by 12% in Q4 2018, buying an estimated $30K and bringing the position to 11,550 shares worth $294K. The position accounts for 0.2% of the portfolio, ranked #140.

Kaizen Advisory first reported a position in AVGO in Q4 2017 and has held it in 5 quarters since. 1,128 funds tracked by Wall St. Rank hold AVGO as of Q4 2018.

Kaizen Advisory held 11,550 shares of Broadcom worth $294K as of Q4 2018.
Kaizen Advisory bought 1,270 Broadcom shares in Q4 2018, an estimated $30K.
Broadcom made up 0.2% of Kaizen Advisory's portfolio in Q4 2018, its #140 holding.
Kaizen Advisory first reported a position in Broadcom in Q4 2017 and has held it in 5 quarters since.
1,128 funds tracked by Wall St. Rank held Broadcom as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.