Mid Atlantic Financial Management’s Broadcom AVGO Stock Holding History

Mid Atlantic Financial Management’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	$2.45M	Buy	50,430 +21,060	+72%	+$1.02M	0.16%	127
2021 Q2	$1.4M	Buy	29,370 +1,130	+4%	+$52.4K	0.09%	177
2021 Q1	$1.31M	Buy	28,240 +3,570	+14%	+$165K	0.1%	176
2020 Q4	$1.08M	Sell	24,670 -80	-0.3%	-$3.12K	0.08%	215
2020 Q3	$930K	Sell	24,750 -3,130	-11%	-$105K	0.08%	223
2020 Q2	$880K	Buy	27,880 +5,550	+25%	+$155K	0.08%	209
2020 Q1	$529K	Buy	22,330 +10,100	+83%	+$285K	0.06%	288
2019 Q4	$387K	Buy	12,230 +10	+0.1%	+$304	0.04%	464
2019 Q3	$337K	Buy	12,220 +3,550	+41%	+$101K	0.04%	477
2019 Q2	$250K	Sell	8,670 -2,500	-22%	-$72.9K	0.03%	567
2019 Q1	$336K	Buy	11,170 +540	+5%	+$14.6K	0.04%	481
2018 Q4	$270K	Buy	+10,630	New	+$251K	0.03%	496

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mid Atlantic Financial Management's AVGO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Broadcom (AVGO) stake by 72% in Q3 2021, buying an estimated $1.02M and bringing the position to 50,430 shares worth $2.45M. The position accounts for 0.16% of the portfolio, ranked #127.

Mid Atlantic Financial Management first reported a position in AVGO in Q4 2018 and has held it in 12 quarters since. 1,754 funds tracked by Wall St. Rank hold AVGO as of Q3 2021.

Mid Atlantic Financial Management held 50,430 shares of Broadcom worth $2.45M as of Q3 2021.
Mid Atlantic Financial Management bought 21,060 Broadcom shares in Q3 2021, an estimated $1.02M.
Broadcom made up 0.16% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #127 holding.
Mid Atlantic Financial Management first reported a position in Broadcom in Q4 2018 and has held it in 12 quarters since.
1,754 funds tracked by Wall St. Rank held Broadcom as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.