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Pacific Edge Advisors’s Broadcom AVGO Stock Holding History

Pacific Edge Advisors’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
Q1 		– Sell
-7,040
Closed -$308K – 37
2020
Q4 		$308K Sell
7,040
-280
-4% -$10.9K 0.16% 34
2020
Q3 		$267K Hold
7,320
– – 0.15% 34
2020
Q2 		$231K Buy
+7,320
New +$205K 0.14% 34
2020
Q1 		– Sell
-8,190
Closed -$259K – 36
2019
Q4 		$259K Buy
+8,190
New +$249K 0.16% 45
2019
Q2 		– Sell
-6,760
Closed -$203K – 40
2019
Q1 		$203K Buy
+6,760
New +$183K 0.12% 42

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

Pacific Edge Advisors's AVGO Position: Q1 2021 in Review

Pacific Edge Advisors sold out of Broadcom (AVGO) in Q1 2021, closing a stake of 7,040 shares — an estimated $308K sold.

Pacific Edge Advisors first reported a position in AVGO in Q1 2019 and held it in 5 quarters. The position peaked at $308K in Q4 2020. 1,691 funds tracked by Wall St. Rank hold AVGO as of Q1 2021.

  • Pacific Edge Advisors reported no remaining Broadcom position as of Q1 2021 after selling out during the quarter.
  • Pacific Edge Advisors sold 7,040 Broadcom shares in Q1 2021, an estimated $308K.
  • Pacific Edge Advisors first reported a position in Broadcom in Q1 2019 and held it in 5 quarters.
  • Pacific Edge Advisors's Broadcom position peaked at $308K in Q4 2020.
  • 1,691 funds tracked by Wall St. Rank held Broadcom as of Q1 2021.

Based on Pacific Edge Advisors's 13F filing for Q1 2021, filed 17 May 2021.