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Sonora Investment Management’s Broadcom AVGO Stock Holding History

Sonora Investment Management’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
Q3 		$1.53M Buy
31,560
+3,740
+13% +$182K 0.19% 89
2021
Q2 		$1.33M Buy
27,820
+11,970
+76% +$555K 0.17% 93
2021
Q1 		$735K Buy
15,850
+5,750
+57% +$266K 0.06% 193
2020
Q4 		$442K Buy
10,100
+9,720
+2,558% +$379K 0.04% 220
2020
Q3 		$14K Hold
380
– – ﹤0.01% 1042
2020
Q2 		$12K Sell
380
-710
-65% -$19.9K ﹤0.01% 978
2020
Q1 		$26K Hold
1,090
– – ﹤0.01% 654
2019
Q4 		$34K Buy
1,090
+850
+354% +$25.8K ﹤0.01% 652
2019
Q3 		$7K Sell
240
-130
-35% -$3.7K ﹤0.01% 1312
2019
Q2 		$11K Buy
370
+130
+54% +$3.79K ﹤0.01% 1098
2019
Q1 		$7K Sell
240
-20
-8% -$542 ﹤0.01% 1153
2018
Q4 		$7K Buy
260
+90
+53% +$2.12K ﹤0.01% 948
2018
Q3 		$4K Hold
170
– – ﹤0.01% 1047
2018
Q2 		$4K Hold
170
– – ﹤0.01% 982
2018
Q1 		$4.01K Hold
170
– – ﹤0.01% 975
2017
Q4 		$4.37K Hold
170
– – ﹤0.01% 969
2017
Q3 		$4.12K Sell
170
-4,830
-97% -$119K ﹤0.01% 889
2017
Q2 		$117K Hold
5,000
– – 0.02% 236
2017
Q1 		$109K Buy
+5,000
New +$103K 0.02% 234

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

Sonora Investment Management's AVGO Position: Q3 2021 in Review

Sonora Investment Management increased its Broadcom (AVGO) stake by 13% in Q3 2021, buying an estimated $182K and bringing the position to 31,560 shares worth $1.53M. The position accounts for 0.19% of the portfolio, ranked #89.

Sonora Investment Management first reported a position in AVGO in Q1 2017 and has held it in 19 quarters since. 1,755 funds tracked by Wall St. Rank hold AVGO as of Q3 2021.

  • Sonora Investment Management held 31,560 shares of Broadcom worth $1.53M as of Q3 2021.
  • Sonora Investment Management bought 3,740 Broadcom shares in Q3 2021, an estimated $182K.
  • Broadcom made up 0.19% of Sonora Investment Management's portfolio in Q3 2021, its #89 holding.
  • Sonora Investment Management first reported a position in Broadcom in Q1 2017 and has held it in 19 quarters since.
  • 1,755 funds tracked by Wall St. Rank held Broadcom as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.