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Paradigm Financial Advisors’s Broadcom AVGO Stock Holding History

Paradigm Financial 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
Q4 		$2.26M Sell
33,990
-580
-2% -$32.6K 0.5% 48
2021
Q3 		$1.68M Sell
34,570
-700
-2% -$34K 0.39% 60
2021
Q2 		$1.68M Sell
35,270
-320
-0.9% -$14.8K 0.37% 60
2021
Q1 		$1.65M Buy
35,590
+4,130
+13% +$191K 0.4% 59
2020
Q4 		$1.38M Buy
31,460
+22,790
+263% +$888K 0.37% 57
2020
Q3 		$316K Buy
8,670
+270
+3% +$9.04K 0.09% 97
2020
Q2 		$265K Buy
+8,400
New +$235K 0.08% 105

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

Paradigm Financial Advisors's AVGO Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its Broadcom (AVGO) stake by 1.7% in Q4 2021, selling an estimated $32.6K and leaving 33,990 shares worth $2.26M. The position accounts for 0.5% of the portfolio, ranked #48.

Paradigm Financial Advisors first reported a position in AVGO in Q2 2020 and has held it in 7 quarters since. 2,024 funds tracked by Wall St. Rank hold AVGO as of Q4 2021.

  • Paradigm Financial Advisors held 33,990 shares of Broadcom worth $2.26M as of Q4 2021.
  • Paradigm Financial Advisors sold 580 Broadcom shares in Q4 2021, an estimated $32.6K.
  • Broadcom made up 0.5% of Paradigm Financial Advisors's portfolio in Q4 2021, its #48 holding.
  • Paradigm Financial Advisors first reported a position in Broadcom in Q2 2020 and has held it in 7 quarters since.
  • 2,024 funds tracked by Wall St. Rank held Broadcom as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.