NWQ Investment Management Company’s Broadcom AVGO Stock Holding History

NWQ Investment Management Company’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	$23.2M	Sell	636,710 -181,220	-22%	-$6.07M	1.05%	35
2020 Q2	$25.8K	Sell	817,930 -135,080	-14%	-$3.78M	0.86%	28
2020 Q1	$22.6M	Sell	953,010 -129,790	-12%	-$3.66M	0.91%	37
2019 Q4	$34.2M	Sell	1,082,800 -84,790	-7%	-$2.57M	0.85%	44
2019 Q3	$32.2M	Buy	1,167,590 +76,190	+7%	+$2.17M	0.78%	51
2019 Q2	$31.4M	Buy	1,091,400 +264,860	+32%	+$7.72M	0.71%	63
2019 Q1	$24.9M	Buy	826,540 +203,160	+33%	+$5.51M	0.54%	87
2018 Q4	$15.9M	Buy	623,380 +76,240	+14%	+$1.8M	0.38%	99
2018 Q3	$12.6M	Buy	+547,140	New	+$12.3M	0.25%	122

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

NWQ Investment Management Company's AVGO Position: Q3 2020 in Review

NWQ Investment Management Company reduced its Broadcom (AVGO) stake by 22% in Q3 2020, selling an estimated $6.07M and leaving 636,710 shares worth $23.2M. The position accounts for 1.05% of the portfolio, ranked #35.

NWQ Investment Management Company first reported a position in AVGO in Q3 2018 and has held it in 9 quarters since. The position peaked at $34.2M in Q4 2019. 1,450 funds tracked by Wall St. Rank hold AVGO as of Q3 2020.

NWQ Investment Management Company held 636,710 shares of Broadcom worth $23.2M as of Q3 2020.
NWQ Investment Management Company sold 181,220 Broadcom shares in Q3 2020, an estimated $6.07M.
Broadcom made up 1.05% of NWQ Investment Management Company's portfolio in Q3 2020, its #35 holding.
NWQ Investment Management Company first reported a position in Broadcom in Q3 2018 and has held it in 9 quarters since.
NWQ Investment Management Company's Broadcom position peaked at $34.2M in Q4 2019.
1,450 funds tracked by Wall St. Rank held Broadcom as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.