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Next Financial Group’s Broadcom AVGO Stock Holding History

Next 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
2021
Q4 		$2.13M Buy
32,070
+7,730
+32% +$434K 0.14% 159
2021
Q3 		$1.18M Sell
24,340
-2,550
-9% -$124K 0.09% 237
2021
Q2 		$1.28M Buy
26,890
+1,060
+4% +$49.1K 0.1% 213
2021
Q1 		$1.2M Sell
25,830
-1,200
-4% -$55.5K 0.11% 213
2020
Q4 		$1.18M Buy
27,030
+8,150
+43% +$318K 0.11% 185
2020
Q3 		$688K Buy
18,880
+5,040
+36% +$169K 0.07% 263
2020
Q2 		$437K Sell
13,840
-2,550
-16% -$71.4K 0.05% 320
2020
Q1 		$389K Buy
16,390
+1,800
+12% +$50.7K 0.05% 332
2019
Q4 		$462K Sell
14,590
-41,870
-74% -$1.27M 0.05% 391
2019
Q3 		$1.57M Sell
56,460
-22,040
-28% -$627K 0.17% 143
2019
Q2 		$2.26M Buy
78,500
+73,400
+1,439% +$2.14M 0.24% 95
2019
Q1 		$154K Sell
5,100
-13,980
-73% -$379K 0.04% 430
2018
Q4 		$485K Buy
19,080
+9,290
+95% +$219K 0.1% 223
2018
Q3 		$242K Buy
+9,790
New +$220K 0.11% 179
2018
Q2 		– Sell
-11,330
Closed -$267K – 293
2018
Q1 		$267K Buy
11,330
+360
+3% +$9.06K 0.06% 327
2017
Q4 		$282K Sell
10,970
-12,460
-53% -$324K 0.12% 202
2017
Q3 		$581K Buy
23,430
+380
+2% +$9.39K 0.16% 144
2017
Q2 		$537K Sell
23,050
-1,970
-8% -$45.7K 0.13% 174
2017
Q1 		$552K Buy
25,020
+620
+3% +$12.8K 0.15% 145
2016
Q4 		$431K Buy
24,400
+1,690
+7% +$29.3K 0.08% 289
2016
Q3 		$392K Buy
22,710
+2,350
+12% +$39.3K 0.07% 290
2016
Q2 		$316K Buy
20,360
+5,160
+34% +$78.6K 0.1% 208
2016
Q1 		$234K Buy
15,200
+3,140
+26% +$42.5K 0.08% 247
2015
Q4 		$175K Buy
12,060
+250
+2% +$3.25K 0.07% 309
2015
Q3 		$147K Buy
11,810
+2,500
+27% +$31.6K 0.05% 346
2015
Q2 		$123K Hold
9,310
– – 0.04% 411
2015
Q1 		$118K Sell
9,310
-1,000
-10% -$11.5K 0.04% 424
2014
Q4 		$104K Sell
10,310
-600
-5% -$5.36K 0.03% 437
2014
Q3 		$95K Buy
+10,910
New +$85.2K 0.02% 676

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's AVGO Position: Q4 2021 in Review

Next Financial Group increased its Broadcom (AVGO) stake by 32% in Q4 2021, buying an estimated $434K and bringing the position to 32,070 shares worth $2.13M. The position accounts for 0.14% of the portfolio, ranked #159.

Next Financial Group first reported a position in AVGO in Q3 2014 and has held it in 29 quarters since. The position peaked at $2.26M in Q2 2019. 2,024 funds tracked by Wall St. Rank hold AVGO as of Q4 2021.

  • Next Financial Group held 32,070 shares of Broadcom worth $2.13M as of Q4 2021.
  • Next Financial Group bought 7,730 Broadcom shares in Q4 2021, an estimated $434K.
  • Broadcom made up 0.14% of Next Financial Group's portfolio in Q4 2021, its #159 holding.
  • Next Financial Group first reported a position in Broadcom in Q3 2014 and has held it in 29 quarters since.
  • Next Financial Group's Broadcom position peaked at $2.26M in Q2 2019.
  • 2,024 funds tracked by Wall St. Rank held Broadcom as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.