RFS
AVGO icon

Rockefeller Financial Services’s Broadcom AVGO Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$5.29M Buy
206,070
+114,750
+126% +$2.98M 0.08% 133
2017
Q3 		$2.21M Buy
91,320
+42,900
+89% +$1.06M 0.04% 147
2017
Q2 		$1.13M Sell
48,420
-500
-1% -$11.6K 0.02% 178
2017
Q1 		$1.07M Hold
48,920
– – 0.02% 183
2016
Q4 		$865K Buy
48,920
+500
+1% +$8.66K 0.02% 206
2016
Q3 		$835K Hold
48,420
– – 0.02% 201
2016
Q2 		$752K Sell
48,420
-680
-1% -$10.4K 0.02% 217
2016
Q1 		$759K Buy
49,100
+47,910
+4,026% +$648K 0.01% 209
2015
Q4 		$17K Hold
1,190
– – ﹤0.01% 483
2015
Q3 		$15K Buy
+1,190
New +$15K ﹤0.01% 464

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
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return