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Sound View Wealth Advisors’s Broadcom AVGO Stock Holding History

Sound View Wealth 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
2019
Q1 		$620K Buy
20,610
+3,200
+18% +$86.8K 0.19% 118
2018
Q4 		$443K Buy
+17,410
New +$411K 0.16% 138

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sound View Wealth Advisors's AVGO Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Broadcom (AVGO) stake by 18% in Q1 2019, buying an estimated $86.8K and bringing the position to 20,610 shares worth $620K. The position accounts for 0.19% of the portfolio, ranked #118.

Sound View Wealth Advisors first reported a position in AVGO in Q4 2018 and has held it in 2 quarters since. 1,223 funds tracked by Wall St. Rank hold AVGO as of Q1 2019.

  • Sound View Wealth Advisors held 20,610 shares of Broadcom worth $620K as of Q1 2019.
  • Sound View Wealth Advisors bought 3,200 Broadcom shares in Q1 2019, an estimated $86.8K.
  • Broadcom made up 0.19% of Sound View Wealth Advisors's portfolio in Q1 2019, its #118 holding.
  • Sound View Wealth Advisors first reported a position in Broadcom in Q4 2018 and has held it in 2 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Broadcom as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.