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Optimal Asset Management’s Broadcom AVGO Stock Holding History

Optimal Asset 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
2020
Q3 		– Sell
-16,580
Closed -$523K – 397
2020
Q2 		$523K Sell
16,580
-80,150
-83% -$2.24M 0.08% 319
2020
Q1 		$2.29K Buy
96,730
+16,070
+20% +$453K 0.21% 164
2019
Q4 		$2.55M Buy
+80,660
New +$2.45M 0.39% 80

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $5.72T 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

Optimal Asset Management's AVGO Position: Q3 2020 in Review

Optimal Asset Management sold out of Broadcom (AVGO) in Q3 2020, closing a stake of 16,580 shares — an estimated $523K sold.

Optimal Asset Management first reported a position in AVGO in Q4 2019 and held it in 3 quarters. The position peaked at $2.55M in Q4 2019. 1,449 funds tracked by Wall St. Rank hold AVGO as of Q3 2020.

  • Optimal Asset Management reported no remaining Broadcom position as of Q3 2020 after selling out during the quarter.
  • Optimal Asset Management sold 16,580 Broadcom shares in Q3 2020, an estimated $523K.
  • Optimal Asset Management first reported a position in Broadcom in Q4 2019 and held it in 3 quarters.
  • Optimal Asset Management's Broadcom position peaked at $2.55M in Q4 2019.
  • 1,449 funds tracked by Wall St. Rank held Broadcom as of Q3 2020.

Based on Optimal Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.