NFG
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NewFocus Financial Group’s Broadcom AVGO Stock Holding History

NewFocus Financial Group’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
Q4 		$2.09M Buy
47,690
+6,340
+15% +$247K 0.61% 49
2020
Q3 		$1.51M Buy
41,350
+10,870
+36% +$364K 0.5% 52
2020
Q2 		$962K Buy
+30,480
New +$853K 0.34% 59

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewFocus Financial Group's AVGO Position: Q4 2020 in Review

NewFocus Financial Group increased its Broadcom (AVGO) stake by 15% in Q4 2020, buying an estimated $247K and bringing the position to 47,690 shares worth $2.09M. The position accounts for 0.61% of the portfolio, ranked #49.

NewFocus Financial Group first reported a position in AVGO in Q2 2020 and has held it in 3 quarters since. 1,635 funds tracked by Wall St. Rank hold AVGO as of Q4 2020.

  • NewFocus Financial Group held 47,690 shares of Broadcom worth $2.09M as of Q4 2020.
  • NewFocus Financial Group bought 6,340 Broadcom shares in Q4 2020, an estimated $247K.
  • Broadcom made up 0.61% of NewFocus Financial Group's portfolio in Q4 2020, its #49 holding.
  • NewFocus Financial Group first reported a position in Broadcom in Q2 2020 and has held it in 3 quarters since.
  • 1,635 funds tracked by Wall St. Rank held Broadcom as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.