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Shine Investment Advisory Services’s Broadcom AVGO Stock Holding History

Shine Investment Advisory 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
2020
Q3 		$103K Hold
2,840
– – 0.03% 191
2020
Q2 		$90K Hold
2,840
– – 0.03% 209
2020
Q1 		$67K Buy
2,840
+580
+26% +$16.3K 0.03% 229
2019
Q4 		$71K Sell
2,260
-160
-7% -$4.86K 0.03% 258
2019
Q3 		$67K Sell
2,420
-1,560
-39% -$44.4K 0.03% 253
2019
Q2 		$115K Hold
3,980
– – 0.05% 157
2019
Q1 		$120K Buy
3,980
+560
+16% +$15.2K 0.06% 159
2018
Q4 		$87K Sell
3,420
-590
-15% -$13.9K 0.04% 189
2018
Q3 		$99K Buy
4,010
+700
+21% +$15.7K 0.05% 181
2018
Q2 		$80K Hold
3,310
– – 0.04% 222
2018
Q1 		$78K Sell
3,310
-1,670
-34% -$42K 0.04% 209
2017
Q4 		$128K Buy
4,980
+70
+1% +$1.82K 0.06% 132
2017
Q3 		$119K Sell
4,910
-80
-2% -$1.98K 0.06% 143
2017
Q2 		$116K Buy
+4,990
New +$116K 0.06% 135

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shine Investment Advisory Services's AVGO Position: Q3 2020 in Review

Shine Investment Advisory Services held its Broadcom (AVGO) position steady in Q3 2020 at 2,840 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #191.

Shine Investment Advisory Services first reported a position in AVGO in Q2 2017 and has held it in 14 quarters since. The position peaked at $128K in Q4 2017. 1,450 funds tracked by Wall St. Rank hold AVGO as of Q3 2020.

  • Shine Investment Advisory Services held 2,840 shares of Broadcom worth $103K as of Q3 2020.
  • Shine Investment Advisory Services left its Broadcom share count unchanged in Q3 2020.
  • Broadcom made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #191 holding.
  • Shine Investment Advisory Services first reported a position in Broadcom in Q2 2017 and has held it in 14 quarters since.
  • Shine Investment Advisory Services's Broadcom position peaked at $128K in Q4 2017.
  • 1,450 funds tracked by Wall St. Rank held Broadcom as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.