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Rothschild & Co Wealth Management (UK)’s Broadcom AVGO Stock Holding History

Rothschild & Co Wealth Management (UK)’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
Q3 		– Sell
-630
Closed -$15K – 41
2018
Q2 		$15K Buy
+630
New +$15.4K ﹤0.01% 48

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s AVGO Position: Q3 2018 in Review

Rothschild & Co Wealth Management (UK) sold out of Broadcom (AVGO) in Q3 2018, closing a stake of 630 shares — an estimated $15K sold.

Rothschild & Co Wealth Management (UK) first reported a position in AVGO in Q2 2018 and held it in 1 quarter. The position peaked at $15K in Q2 2018. 1,021 funds tracked by Wall St. Rank hold AVGO as of Q3 2018.

  • Rothschild & Co Wealth Management (UK) reported no remaining Broadcom position as of Q3 2018 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 630 Broadcom shares in Q3 2018, an estimated $15K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Broadcom in Q2 2018 and held it in 1 quarter.
  • Rothschild & Co Wealth Management (UK)'s Broadcom position peaked at $15K in Q2 2018.
  • 1,021 funds tracked by Wall St. Rank held Broadcom as of Q3 2018.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2018, filed 19 Dec 2019.