Lucia Wealth Services’s Broadcom AVGO Stock Holding History

Lucia Wealth Services’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 Q3	$823K	Buy	22,580 +2,230	+11%	+$74.7K	0.19%	87
2020 Q2	$642K	Sell	20,350 -6,390	-24%	-$179K	0.17%	94
2020 Q1	$634K	Buy	26,740 +1,070	+4%	+$30.1K	0.21%	89
2019 Q4	$811K	Buy	25,670 +4,120	+19%	+$125K	0.25%	70
2019 Q3	$595K	Buy	21,550 +4,550	+27%	+$129K	0.2%	80
2019 Q2	$489K	Sell	17,000 -11,890	-41%	-$347K	0.17%	87
2019 Q1	$869K	Buy	28,890 +10,460	+57%	+$284K	0.3%	67
2018 Q4	$469K	Sell	18,430 -14,300	-44%	-$337K	0.22%	77
2018 Q3	$808K	Buy	32,730 +14,430	+79%	+$324K	0.25%	86
2018 Q2	$444K	Sell	18,300 -80,520	-81%	-$1.97M	0.19%	91
2018 Q1	$2.33M	Buy	98,820 +26,920	+37%	+$678K	0.76%	51
2017 Q4	$1.85M	Buy	+71,900	New	+$1.87M	0.82%	32

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

Lucia Wealth Services's AVGO Position: Q3 2020 in Review

Lucia Wealth Services increased its Broadcom (AVGO) stake by 11% in Q3 2020, buying an estimated $74.7K and bringing the position to 22,580 shares worth $823K. The position accounts for 0.19% of the portfolio, ranked #87.

Lucia Wealth Services first reported a position in AVGO in Q4 2017 and has held it in 12 quarters since. The position peaked at $2.33M in Q1 2018. 1,449 funds tracked by Wall St. Rank hold AVGO as of Q3 2020.

Lucia Wealth Services held 22,580 shares of Broadcom worth $823K as of Q3 2020.
Lucia Wealth Services bought 2,230 Broadcom shares in Q3 2020, an estimated $74.7K.
Broadcom made up 0.19% of Lucia Wealth Services's portfolio in Q3 2020, its #87 holding.
Lucia Wealth Services first reported a position in Broadcom in Q4 2017 and has held it in 12 quarters since.
Lucia Wealth Services's Broadcom position peaked at $2.33M in Q1 2018.
1,449 funds tracked by Wall St. Rank held Broadcom as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.