MFW
AVGO icon

Mosaic Family Wealth’s Broadcom AVGO Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-2,710
Closed -$81K – 197
2019
Q1 		$81K Buy
2,710
+100
+4% +$2.71K 0.03% 264
2018
Q4 		$66K Buy
2,610
+650
+33% +$15.3K 0.03% 276
2018
Q3 		$44K Hold
1,960
– – 0.02% 336
2018
Q2 		$48K Sell
1,960
-140
-7% -$3.43K 0.02% 314
2018
Q1 		$49K Sell
2,100
-2,600
-55% -$65.5K 0.02% 313
2017
Q4 		$121K Sell
4,700
-8,940
-66% -$232K 0.04% 213
2017
Q3 		$331K Buy
13,640
+1,080
+9% +$26.7K 0.13% 130
2017
Q2 		$293K Sell
12,560
-70
-0.6% -$1.62K 0.12% 134
2017
Q1 		$277K Sell
12,630
-490
-4% -$10.1K 0.12% 141
2016
Q4 		$232K Sell
13,120
-1,830
-12% -$31.7K 0.11% 155
2016
Q3 		$258K Sell
14,950
-350
-2% -$5.85K 0.12% 143
2016
Q2 		$238K Sell
15,300
-1,910
-11% -$29.1K 0.12% 147
2016
Q1 		$265K Buy
+17,210
New +$233K 0.13% 123

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return