RFA
AVGO icon

Reilly Financial Advisors’s Broadcom AVGO Stock Holding History

Reilly 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 		$3.53M Sell
53,040
-3,740
-7% -$210K 0.26% 69
2021
Q3 		$2.75M Buy
56,780
+1,640
+3% +$79.8K 0.23% 71
2021
Q2 		$2.63M Buy
55,140
+880
+2% +$40.8K 0.21% 73
2021
Q1 		$2.52M Sell
54,260
-4,280
-7% -$198K 0.22% 69
2020
Q4 		$2.56M Sell
58,540
-440
-0.7% -$17.2K 0.24% 69
2020
Q3 		$2.15M Buy
58,980
+3,330
+6% +$112K 0.23% 69
2020
Q2 		$1.76M Buy
55,650
+3,890
+8% +$109K 0.21% 72
2020
Q1 		$1.23M Buy
51,760
+49,850
+2,610% +$1.4M 0.18% 87
2019
Q4 		$61K Sell
1,910
-640
-25% -$19.4K 0.01% 310
2019
Q3 		$71K Buy
2,550
+1,160
+83% +$33K 0.01% 290
2019
Q2 		$40K Buy
1,390
+50
+4% +$1.46K 0.01% 388
2019
Q1 		$40K Buy
1,340
+70
+6% +$1.9K 0.01% 383
2018
Q4 		$32K Buy
1,270
+10
+0.8% +$236 ﹤0.01% 403
2018
Q3 		$31K Hold
1,260
– – ﹤0.01% 447
2018
Q2 		$31K Buy
1,260
+170
+16% +$4.17K ﹤0.01% 399
2018
Q1 		$26K Sell
1,090
-2,170
-67% -$54.6K ﹤0.01% 412
2017
Q4 		$84K Sell
3,260
-1,510
-32% -$39.3K 0.01% 260
2017
Q3 		$116K Buy
4,770
+500
+12% +$12.4K 0.02% 201
2017
Q2 		$99K Buy
4,270
+500
+13% +$11.6K 0.02% 211
2017
Q1 		$83K Hold
3,770
– – 0.01% 226
2016
Q4 		$67K Buy
3,770
+3,740
+12,467% +$64.8K 0.01% 240
2016
Q3 		$1K Hold
30
– – ﹤0.01% 783
2016
Q2 		$0 Hold
30
– – ﹤0.01% 808
2016
Q1 		$0 Sell
30
-220
-88% -$2.97K ﹤0.01% 1194
2015
Q4 		$4K Hold
250
– – ﹤0.01% 965
2015
Q3 		$3K Hold
250
– – ﹤0.01% 1060
2015
Q2 		$3K Sell
250
-230
-48% -$3.01K ﹤0.01% 1157
2015
Q1 		$6K Hold
480
– – ﹤0.01% 969
2014
Q4 		$5K Hold
480
– – ﹤0.01% 621
2014
Q3 		$4K Buy
+480
New +$3.75K ﹤0.01% 662

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

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

Reilly Financial Advisors reduced its Broadcom (AVGO) stake by 6.6% in Q4 2021, selling an estimated $210K and leaving 53,040 shares worth $3.53M. The position accounts for 0.26% of the portfolio, ranked #69.

Reilly Financial Advisors first reported a position in AVGO in Q3 2014 and has held it in 30 quarters since. 2,025 funds tracked by Wall St. Rank hold AVGO as of Q4 2021.

  • Reilly Financial Advisors held 53,040 shares of Broadcom worth $3.53M as of Q4 2021.
  • Reilly Financial Advisors sold 3,740 Broadcom shares in Q4 2021, an estimated $210K.
  • Broadcom made up 0.26% of Reilly Financial Advisors's portfolio in Q4 2021, its #69 holding.
  • Reilly Financial Advisors first reported a position in Broadcom in Q3 2014 and has held it in 30 quarters since.
  • 2,025 funds tracked by Wall St. Rank held Broadcom as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.