PC
AVGO icon

Palo Capital’s Broadcom AVGO Stock Holding History

Palo Capital’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
2018
Q4 		$367K Sell
14,430
-2,860
-17% -$67.5K 0.16% 115
2018
Q3 		$427K Buy
+17,290
New +$388K 0.15% 124

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Palo Capital's AVGO Position: Q4 2018 in Review

Palo Capital reduced its Broadcom (AVGO) stake by 17% in Q4 2018, selling an estimated $67.5K and leaving 14,430 shares worth $367K. The position accounts for 0.16% of the portfolio, ranked #115.

Palo Capital first reported a position in AVGO in Q3 2018 and has held it in 2 quarters since. The position peaked at $427K in Q3 2018. 1,129 funds tracked by Wall St. Rank hold AVGO as of Q4 2018.

  • Palo Capital held 14,430 shares of Broadcom worth $367K as of Q4 2018.
  • Palo Capital sold 2,860 Broadcom shares in Q4 2018, an estimated $67.5K.
  • Broadcom made up 0.16% of Palo Capital's portfolio in Q4 2018, its #115 holding.
  • Palo Capital first reported a position in Broadcom in Q3 2018 and has held it in 2 quarters since.
  • Palo Capital's Broadcom position peaked at $427K in Q3 2018.
  • 1,129 funds tracked by Wall St. Rank held Broadcom as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.