Level Four Financial’s Broadcom AVGO Stock Holding History

Level Four Financial’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	$940K	Buy	19,390 +950	+5%	+$46.2K	0.41%	67
2021 Q2	$880K	Buy	18,440 +350	+2%	+$16.2K	0.37%	74
2021 Q1	$839K	Sell	18,090 -1,500	-8%	-$69.4K	0.39%	75
2020 Q4	$858K	Buy	+19,590	New	+$764K	0.37%	75

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

Level Four Financial's AVGO Position: Q3 2021 in Review

Level Four Financial increased its Broadcom (AVGO) stake by 5.2% in Q3 2021, buying an estimated $46.2K and bringing the position to 19,390 shares worth $940K. The position accounts for 0.41% of the portfolio, ranked #67.

Level Four Financial first reported a position in AVGO in Q4 2020 and has held it in 4 quarters since. 1,757 funds tracked by Wall St. Rank hold AVGO as of Q3 2021.

Level Four Financial held 19,390 shares of Broadcom worth $940K as of Q3 2021.
Level Four Financial bought 950 Broadcom shares in Q3 2021, an estimated $46.2K.
Broadcom made up 0.41% of Level Four Financial's portfolio in Q3 2021, its #67 holding.
Level Four Financial first reported a position in Broadcom in Q4 2020 and has held it in 4 quarters since.
1,757 funds tracked by Wall St. Rank held Broadcom as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.